Cal Intl Responsible IndexCVIEETF
13F holders, Q1 2024 (March 31)10holders
$56.98avg. 13F price*
At the end of Q1 2024, 10 institutions reported holding Cal Intl Responsible Index (CVIE) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($32.2M), Morgan Stanley ($13.1M) and O'Brien Wealth Partners LLC ($6.8M).
- Company
- Cal Intl Responsible Index
- Filed as
- MORGAN STANLEY ETF TRUST (Q1 2024)
- CUSIP
- 61774R106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.5M |
| Exits | 1 | $1.4M |
Ownership 10 holders
| Commonwealth Equity Services, LLC | 0.05% | Add +23.9% | 564,835 | $32.2M |
| Morgan Stanley | 0.00% | Add +0.1% | 230,112 | $13.1M |
| O'Brien Wealth Partners LLC | 1.57% | Add +1.1% | 119,350 | $6.8M |
| Jane Street Group, LLC | 0.01% | Add +78.5% | 96,084 | $5.5M |
| Flow Traders U.S. LLC | 0.23% | Add +0.4% | 77,010 | $4.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 17,986 | $1.0M |
| Bank of Montreal | 0.00% | Reduce -21.2% | 9,555 | $545K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 8,340 | $475K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.2% | 5,563 | $317K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 4,000 | $228K |
"% of holder's portfolio" is CVIE's weight in each manager's 13F, not the share of Cal Intl Responsible Index the manager owns.