EP Wealth Advisors, LLC
Position in CVIE — Calvert International Responsible Index ETF
CIK 1540569
TORRANCE, CA
All Filings in CVIE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CVIE | $12,434,278 | 171,059 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 CVIE | $2,575,142 | 36,117 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 CVIE | $2,617,370 | 40,206 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 CVIE | $2,771,423 | 47,869 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 CVIE | $2,897,021 | 52,507 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 CVIE | $4,749,805 | 79,285 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 CVIE | $5,255,892 | 93,264 | Shares | Sole | 2024-08-19 | |
| No filing history on record for this holder in this stock. | ||||||