WAM
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WNY Asset Management’s Calvert International Responsible Index ETF CVIE Stock Holding History

WNY Asset Management’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 		$484K Buy
5,697
+288
+5% +$23.3K 0.04% 171
2026
Q1 		$393K Buy
+5,409
New +$407K 0.04% 174

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 $18.2B AUM 21.48% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Ameriprise
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WNY Asset Management's CVIE Position: Q2 2026 in Review

WNY Asset Management increased its Calvert International Responsible Index ETF (CVIE) stake by 5.3% in Q2 2026, buying an estimated $23.3K and bringing the position to 5,697 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #171.

WNY Asset Management first reported a position in CVIE in Q1 2026 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

  • WNY Asset Management held 5,697 shares of Calvert International Responsible Index ETF worth $484K as of Q2 2026.
  • WNY Asset Management bought 288 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $23.3K.
  • Calvert International Responsible Index ETF made up 0.04% of WNY Asset Management's portfolio in Q2 2026, its #171 holding.
  • WNY Asset Management first reported a position in Calvert International Responsible Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.