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TFC Financial Management’s Calvert International Responsible Index ETF CVIE Stock Holding History

TFC Financial Management’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
Q1 		$156K Hold
2,141
– – 0.02% 147
2025
Q4 		$153K Buy
2,141
+435
+25% +$30.4K 0.02% 154
2025
Q3 		$116K Buy
1,706
+82
+5% +$5.42K 0.01% 182
2025
Q2 		$106K Buy
1,624
+76
+5% +$4.65K 0.01% 198
2025
Q1 		$89.6K Buy
1,548
+235
+18% +$13.7K 0.01% 202
2024
Q4 		$72.4K Buy
1,313
+680
+107% +$39.1K 0.01% 218
2024
Q3 		$37.9K Hold
633
– – 0.01% 277
2024
Q2 		$35.7K Buy
+633
New +$35.8K 0.01% 263

Other funds holding CVIE

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFC Financial Management's CVIE Position: Q1 2026 in Review

TFC Financial Management held its Calvert International Responsible Index ETF (CVIE) position steady in Q1 2026 at 2,141 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #147.

TFC Financial Management first reported a position in CVIE in Q2 2024 and has held it in 8 quarters since. 76 funds tracked by Wall St. Rank hold CVIE as of Q1 2026.

  • TFC Financial Management held 2,141 shares of Calvert International Responsible Index ETF worth $156K as of Q1 2026.
  • TFC Financial Management left its Calvert International Responsible Index ETF share count unchanged in Q1 2026.
  • Calvert International Responsible Index ETF made up 0.02% of TFC Financial Management's portfolio in Q1 2026, its #147 holding.
  • TFC Financial Management first reported a position in Calvert International Responsible Index ETF in Q2 2024 and has held it in 8 quarters since.
  • 76 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.