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World Investment Advisors’s Calvert International Responsible Index ETF CVIE Stock Holding History

World Investment Advisors’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 		$17.5M Buy
241,077
+5,541
+2% +$417K 0.28% 68
2025
Q4 		$16.8M Sell
235,536
-3,775
-2% -$264K 0.27% 70
2025
Q3 		$16.3M Sell
239,311
-9,566
-4% -$632K 0.33% 53
2025
Q2 		$16.2M Buy
248,877
+81,288
+49% +$4.98M 0.37% 49
2025
Q1 		$9.7M Buy
+167,589
New +$9.75M 0.25% 93

Other funds holding CVIE

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $489M AUM 36.7% 1-Year Est. Return
Jane Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $189M AUM 19.77% 1-Year Est. Return

World Investment Advisors's CVIE Position: Q1 2026 in Review

World Investment Advisors increased its Calvert International Responsible Index ETF (CVIE) stake by 2.4% in Q1 2026, buying an estimated $417K and bringing the position to 241,077 shares worth $17.5M. The position accounts for 0.28% of the portfolio, ranked #68.

World Investment Advisors first reported a position in CVIE in Q1 2025 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold CVIE as of Q1 2026.

  • World Investment Advisors held 241,077 shares of Calvert International Responsible Index ETF worth $17.5M as of Q1 2026.
  • World Investment Advisors bought 5,541 Calvert International Responsible Index ETF shares in Q1 2026, an estimated $417K.
  • Calvert International Responsible Index ETF made up 0.28% of World Investment Advisors's portfolio in Q1 2026, its #68 holding.
  • World Investment Advisors first reported a position in Calvert International Responsible Index ETF in Q1 2025 and has held it in 5 quarters since.
  • 76 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.