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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
Q2 		$182K Buy
2,146
+5
+0.2% +$405 0.02% 150
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 $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

TFC Financial Management's CVIE Position: Q2 2026 in Review

TFC Financial Management increased its Calvert International Responsible Index ETF (CVIE) stake by 0.23% in Q2 2026, buying an estimated $405 and bringing the position to 2,146 shares worth $182K. The position accounts for 0.02% of the portfolio, ranked #150.

TFC Financial Management first reported a position in CVIE in Q2 2024 and has held it in 9 quarters since. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

  • TFC Financial Management held 2,146 shares of Calvert International Responsible Index ETF worth $182K as of Q2 2026.
  • TFC Financial Management bought 5 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $405.
  • Calvert International Responsible Index ETF made up 0.02% of TFC Financial Management's portfolio in Q2 2026, its #150 holding.
  • TFC Financial Management first reported a position in Calvert International Responsible Index ETF in Q2 2024 and has held it in 9 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.