Wealthspire Advisors (New York)’s Calvert International Responsible Index ETF CVIE Stock Holding History

Wealthspire Advisors (New York)’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	$32.8M	Buy	451,150 +5,009	+1%	+$377K	0.26%	59
2025 Q4	$31.8M	Buy	446,141 +40,287	+10%	+$2.82M	0.25%	62
2025 Q3	$27.7M	Buy	405,854 +333,897	+464%	+$22.1M	0.14%	70
2025 Q2	$4.68M	Buy	+71,957	New	+$4.4M	0.03%	165

Other funds holding CVIE

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 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 $2.78B AUM 23.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

Wealthspire Advisors (New York)'s CVIE Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Calvert International Responsible Index ETF (CVIE) stake by 1.1% in Q1 2026, buying an estimated $377K and bringing the position to 451,150 shares worth $32.8M. The position accounts for 0.26% of the portfolio, ranked #59.

Wealthspire Advisors (New York) first reported a position in CVIE in Q2 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold CVIE as of Q1 2026.

Wealthspire Advisors (New York) held 451,150 shares of Calvert International Responsible Index ETF worth $32.8M as of Q1 2026.
Wealthspire Advisors (New York) bought 5,009 Calvert International Responsible Index ETF shares in Q1 2026, an estimated $377K.
Calvert International Responsible Index ETF made up 0.26% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #59 holding.
Wealthspire Advisors (New York) first reported a position in Calvert International Responsible Index ETF in Q2 2025 and has held it in 4 quarters since.
76 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.