Cal Intl Responsible IndexCVIEETF
13F holders, Q1 2025 (March 31)37holders +5
8new positions
3sold out
$57.99avg. 13F price*
At the end of Q1 2025, 37 institutions reported holding Cal Intl Responsible Index (CVIE) in their 13F filings, up 5 from Q4 2024. 8 opened new positions and 3 sold out. The largest holders were Commonwealth Equity Services, LLC ($39.3M), Ameriprise Financial Inc. ($15.0M) and World Investment Advisors ($9.7M).
- Company
- Cal Intl Responsible Index
- Filed as
- MORGAN STANLEY ETF TRUST (Q1 2025)
- CUSIP
- 61774R106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $16.6M |
| Exits | 3 | $1.8M |
All 13F filers, Q4 2024 → Q1 2025: 579,872 shares bought and 113,653 shares sold, net +466,219 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Commonwealth Equity Services, LLC | 0.06% | Add +0.3% | 678,255 | $39.3M |
| Ameriprise Financial Inc. | 0.00% | Add +516.6% | 258,449 | $15.0M |
| World Investment Advisors | 0.25% | New | 167,589 | $9.7M |
| O'Brien Wealth Partners LLC | 1.38% | Reduce -1.5% | 127,630 | $7.4M |
| Rossby Financial, LCC | 2.41% | New | 93,546 | $5.6M |
| LongView Asset Management LLC | 4.26% | Add +12.8% | 85,726 | $5.0M |
| St Germain D J Co. Inc. | 0.18% | Add +10.1% | 67,565 | $3.9M |
| Jane Street Group, LLC | 0.01% | Add +99.9% | 49,472 | $2.9M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -8.8% | 47,869 | $2.8M |
| Archer Investment Management, LLC | 1.88% | Reduce -10.7% | 46,924 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Add +7.9% | 29,410 | $1.7M |
| Morgan Stanley | 0.00% | Add +71.2% | 26,094 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +29.7% | 22,802 | $1.3M |
| A&I Financial Services, LLC | 0.80% | Add +9.2% | 20,313 | $1.2M |
| Kondo Wealth Advisors, Inc. | 0.52% | Reduce -16.4% | 18,114 | $1.0M |
| Creative Planning | 0.00% | Add +8.2% | 16,786 | $972K |
| Wealthgarden F.S. LLC | 0.85% | Reduce -0.1% | 15,230 | $882K |
| Osaic Holdings, Inc. | 0.00% | Add +248.1% | 11,265 | $652K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 10,570 | $612K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.9% | 8,622 | $499K |
| Mariner, LLC | 0.00% | Add +35.0% | 8,556 | $495K |
| Goldman Sachs Group Inc. | 0.00% | New | 7,689 | $445K |
| Sandbox Financial Partners, LLC | 0.12% | Add +40.3% | 5,682 | $329K |
| Plum Street Advisors, LLC | 0.15% | Add +45.3% | 5,508 | $319K |
| Per Stirling Capital Management, LLC. | 0.04% | Add +0.2% | 4,817 | $279K |
| RW Investment Management LLC | 0.03% | Reduce -0.8% | 4,757 | $275K |
| Flow Traders U.S. LLC | 0.01% | Reduce -93.3% | 4,710 | $273K |
| Focus Partners Wealth | 0.00% | New | 4,242 | $246K |
| Harbour Investments, Inc. | 0.01% | Add +25.3% | 4,230 | $245K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 4,000 | $232K |
| TFC Financial Management, Inc. | 0.01% | Add +17.9% | 1,548 | $90K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,340 | $78K |
| Spire Wealth Management | 0.00% | New | 805 | $47K |
| Sierra Ocean, LLC | 0.03% | No change | 730 | $42K |
| Comerica Bank | 0.00% | New | 121 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 93 | $5K |
| FMR LLC | 0.00% | New | 1 | $58 |
"% of holder's portfolio" is CVIE's weight in each manager's 13F, not the share of Cal Intl Responsible Index the manager owns.