Cal Intl Responsible IndexCVIEETF
13F holders, Q3 2024 (September 30)24holders +7
9new positions
2sold out
$59.81avg. 13F price*
At the end of Q3 2024, 24 institutions reported holding Cal Intl Responsible Index (CVIE) in their 13F filings, up 7 from Q2 2024. 9 opened new positions and 2 sold out. The largest holders were Commonwealth Equity Services, LLC ($39.0M), Jane Street Group, LLC ($9.1M) and Morgan Stanley ($8.7M).
- Company
- Cal Intl Responsible Index
- Filed as
- MORGAN STANLEY ETF TRUST (Q3 2024)
- CUSIP
- 61774R106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $6.0M |
| Exits | 2 | $3.8M |
All 13F filers, Q2 2024 → Q3 2024: 296,468 shares bought and 167,788 shares sold, net +128,680 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Commonwealth Equity Services, LLC | 0.06% | Add +9.6% | 650,729 | $39.0M |
| Jane Street Group, LLC | 0.01% | Add +504.7% | 152,464 | $9.1M |
| Morgan Stanley | 0.00% | Reduce -37.0% | 144,958 | $8.7M |
| O'Brien Wealth Partners LLC | 1.47% | Add +3.2% | 125,279 | $7.5M |
| St Germain D J Co. Inc. | 0.24% | Reduce -0.1% | 88,492 | $5.3M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -15.0% | 79,285 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | New | 41,731 | $2.5M |
| Sanctuary Advisors, LLC | 0.01% | New | 25,885 | $1.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +7.8% | 21,183 | $1.3M |
| Cary Street Partners Investment Advisory LLC | 0.03% | New | 12,300 | $737K |
| Wealthgarden F.S. LLC | 0.70% | Add +19.5% | 11,968 | $717K |
| Bank of Montreal | 0.00% | New | 11,909 | $655K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -6.0% | 8,085 | $484K |
| RW Investment Management LLC | 0.04% | New | 5,612 | $336K |
| Raymond James & Associates | 0.00% | No change | 5,487 | $329K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -20.0% | 4,784 | $287K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 4,000 | $240K |
| Sandbox Financial Partners, LLC | 0.08% | New | 3,647 | $218K |
| Osaic Holdings, Inc. | 0.00% | Add +30.8% | 3,219 | $193K |
| Harbour Investments, Inc. | 0.00% | Add +53.1% | 2,282 | $137K |
| Evermay Wealth Management LLC | 0.01% | New | 1,340 | $80K |
| Oarsman Capital, Inc. | 0.01% | New | 820 | $49K |
| TFC Financial Management, Inc. | 0.01% | No change | 633 | $38K |
| FMR LLC | 0.00% | New | 1 | $60 |
"% of holder's portfolio" is CVIE's weight in each manager's 13F, not the share of Cal Intl Responsible Index the manager owns.