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 Q2	$39.5M	Buy	464,924 +13,774	+3%	+$1.12M	0.22%	77
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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s CVIE Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Calvert International Responsible Index ETF (CVIE) stake by 3.1% in Q2 2026, buying an estimated $1.12M and bringing the position to 464,924 shares worth $39.5M. The position accounts for 0.22% of the portfolio, ranked #77.

Wealthspire Advisors (New York) first reported a position in CVIE in Q2 2025 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

Wealthspire Advisors (New York) held 464,924 shares of Calvert International Responsible Index ETF worth $39.5M as of Q2 2026.
Wealthspire Advisors (New York) bought 13,774 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $1.12M.
Calvert International Responsible Index ETF made up 0.22% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #77 holding.
Wealthspire Advisors (New York) first reported a position in Calvert International Responsible Index ETF in Q2 2025 and has held it in 5 quarters since.
90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.