UBS Group
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UBS Group’s Calvert International Responsible Index ETF CVIE Stock Holding History

UBS Group’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
2025
Q4 		– Sell
-39
Closed -$2.66K – 10604
2025
Q3 		$2.66K Buy
+39
New +$2.58K ﹤0.01% 9137
2023
Q2 		– Sell
-2
Closed -$100 – 9019
2023
Q1 		$100 Buy
+2
New +$98 ﹤0.01% 9245

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 $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 $547M AUM 30.65% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

UBS Group's CVIE Position: Q4 2025 in Review

UBS Group sold out of Calvert International Responsible Index ETF (CVIE) in Q4 2025, closing a stake of 39 shares — an estimated $2.66K sold.

UBS Group first reported a position in CVIE in Q1 2023 and held it in 2 quarters. The position peaked at $2.66K in Q3 2025. 60 funds tracked by Wall St. Rank hold CVIE as of Q4 2025.

  • UBS Group reported no remaining Calvert International Responsible Index ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 39 Calvert International Responsible Index ETF shares in Q4 2025, an estimated $2.66K.
  • UBS Group first reported a position in Calvert International Responsible Index ETF in Q1 2023 and held it in 2 quarters.
  • UBS Group's Calvert International Responsible Index ETF position peaked at $2.66K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.