WealthGarden F.S.’s Calvert International Responsible Index ETF CVIE Stock Holding History

WealthGarden F.S.’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	$1.89M	Buy	22,274 +547	+3%	+$44.3K	1.07%	23
2026 Q1	$1.58M	Buy	21,727 +1,383	+7%	+$104K	1.08%	24
2025 Q4	$1.53M	Buy	20,344 +2,210	+12%	+$155K	1.01%	25
2025 Q3	$1.27M	Buy	18,134 +504	+3%	+$33.3K	0.91%	31
2025 Q2	$1.12M	Buy	17,630 +2,400	+16%	+$147K	0.93%	33
2025 Q1	$882K	Sell	15,230 -10	-0.1%	-$582	0.85%	37
2024 Q4	$841K	Buy	15,240 +3,272	+27%	+$188K	0.79%	39
2024 Q3	$717K	Buy	11,968 +1,950	+19%	+$113K	0.7%	46
2024 Q2	$565K	Buy	+10,018	New	+$566K	0.59%	57

Other funds holding CVIE

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WealthGarden F.S.'s CVIE Position: Q2 2026 in Review

WealthGarden F.S. increased its Calvert International Responsible Index ETF (CVIE) stake by 2.5% in Q2 2026, buying an estimated $44.3K and bringing the position to 22,274 shares worth $1.89M. The position accounts for 1.07% of the portfolio, ranked #23.

WealthGarden F.S. first reported a position in CVIE in Q2 2024 and has held it in 9 quarters since. 35 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

WealthGarden F.S. held 22,274 shares of Calvert International Responsible Index ETF worth $1.89M as of Q2 2026.
WealthGarden F.S. bought 547 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $44.3K.
Calvert International Responsible Index ETF made up 1.07% of WealthGarden F.S.'s portfolio in Q2 2026, its #23 holding.
WealthGarden F.S. first reported a position in Calvert International Responsible Index ETF in Q2 2024 and has held it in 9 quarters since.
35 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.