Cal Intl Responsible IndexCVIEETF
13F holders, Q4 2024 (December 31)32holders +8
6new positions
3sold out
$55.23avg. 13F price*
At the end of Q4 2024, 32 institutions reported holding Cal Intl Responsible Index (CVIE) in their 13F filings, up 8 from Q3 2024. 6 opened new positions and 3 sold out. The largest holders were Commonwealth Equity Services, LLC ($37.3M), O'Brien Wealth Partners LLC ($7.2M) and LongView Asset Management LLC ($4.2M).
- Company
- Cal Intl Responsible Index
- Filed as
- MORGAN STANLEY ETF TRUST (Q4 2024)
- CUSIP
- 61774R106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $6.3M |
| Exits | 3 | $1.4M |
All 13F filers, Q3 2024 → Q4 2024: 150,016 shares bought and 336,383 shares sold, net −186,367 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Commonwealth Equity Services, LLC | 0.05% | Add +3.9% | 676,055 | $37.3M |
| O'Brien Wealth Partners LLC | 1.29% | Add +3.5% | 129,625 | $7.2M |
| LongView Asset Management LLC | 3.66% | — | 76,024 | $4.2M |
| Flow Traders U.S. LLC | 0.16% | New | 70,565 | $3.9M |
| St Germain D J Co. Inc. | 0.15% | Reduce -30.7% | 61,345 | $3.4M |
| Archer Investment Management, LLC | 1.79% | — | 52,572 | $2.9M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -33.8% | 52,507 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Add +0.4% | 41,914 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | No change | 25,885 | $1.5M |
| Raymond James Financial Inc. | 0.00% | — | 27,246 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -83.8% | 24,749 | $1.4M |
| Kondo Wealth Advisors, Inc. | 0.61% | — | 21,660 | $1.2M |
| A&I Financial Services, LLC | 1.00% | — | 18,595 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 17,579 | $970K |
| Creative Planning | 0.00% | New | 15,512 | $856K |
| Morgan Stanley | 0.00% | Reduce -89.5% | 15,241 | $841K |
| Wealthgarden F.S. LLC | 0.79% | Add +27.3% | 15,240 | $841K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +8.7% | 8,789 | $485K |
| Mariner, LLC | 0.00% | New | 6,337 | $350K |
| Natural Investments, LLC | 0.08% | — | 4,958 | $273K |
| Per Stirling Capital Management, LLC. | 0.04% | Add +0.5% | 4,808 | $265K |
| RW Investment Management LLC | 0.03% | Reduce -14.5% | 4,796 | $265K |
| Sandbox Financial Partners, LLC | 0.07% | Add +11.0% | 4,049 | $223K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 4,000 | $221K |
| Plum Street Advisors, LLC | 0.10% | New | 3,790 | $209K |
| Harbour Investments, Inc. | 0.01% | Add +47.9% | 3,376 | $186K |
| Osaic Holdings, Inc. | 0.00% | Add +0.5% | 3,236 | $179K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,340 | $74K |
| TFC Financial Management, Inc. | 0.01% | Add +107.4% | 1,313 | $72K |
| Oarsman Capital, Inc. | 0.01% | Add +11.2% | 912 | $50K |
| Sierra Ocean, LLC | 0.03% | — | 730 | $40K |
| Geneos Wealth Management Inc. | 0.00% | New | 93 | $5K |
"% of holder's portfolio" is CVIE's weight in each manager's 13F, not the share of Cal Intl Responsible Index the manager owns.