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Sunrise Financial Services’s Calvert International Responsible Index ETF CVIE Stock Holding History

Sunrise Financial Services’s Portfolio CVIE Stock Details CVIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.7K Hold
396
– – 0.02% 139
2026
Q1 		$28.8K Sell
396
-3,314
-89% -$249K 0.02% 150
2025
Q4 		$265K Buy
+3,710
New +$259K 0.2% 41

Other funds holding CVIE

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sunrise Financial Services's CVIE Position: Q2 2026 in Review

Sunrise Financial Services held its Calvert International Responsible Index ETF (CVIE) position steady in Q2 2026 at 396 shares worth $33.7K. The position accounts for 0.02% of the portfolio, ranked #139.

Sunrise Financial Services first reported a position in CVIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $265K in Q4 2025. 89 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

  • Sunrise Financial Services held 396 shares of Calvert International Responsible Index ETF worth $33.7K as of Q2 2026.
  • Sunrise Financial Services left its Calvert International Responsible Index ETF share count unchanged in Q2 2026.
  • Calvert International Responsible Index ETF made up 0.02% of Sunrise Financial Services's portfolio in Q2 2026, its #139 holding.
  • Sunrise Financial Services first reported a position in Calvert International Responsible Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Calvert International Responsible Index ETF position peaked at $265K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.