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

Tompkins Financial’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	$5.92M	Buy	+69,588	New	+$5.64M	0.41%	50

Other funds holding CVIE

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

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Tompkins Financial's CVIE Position: Q2 2026 in Review

Tompkins Financial opened a new position in Calvert International Responsible Index ETF (CVIE) in Q2 2026: 69,588 shares worth $5.92M. The stake represents 0.41% of the portfolio and ranks #50 among its holdings.

90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

Tompkins Financial held 69,588 shares of Calvert International Responsible Index ETF worth $5.92M as of Q2 2026.
Calvert International Responsible Index ETF was a new Tompkins Financial position in Q2 2026.
Calvert International Responsible Index ETF made up 0.41% of Tompkins Financial's portfolio in Q2 2026, its #50 holding.
90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.