Atticus Wealth Management’s VanEck Environmental Services ETF EVX Stock Holding History

Atticus Wealth Management’s Portfolio EVX Stock Details EVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-509	Closed	-$19.5K	–	340
2025 Q2	$19.5K	Hold	509	–	–	0.01%	414
2025 Q1	$18K	Sell	509 -1	-0.2%	-$35	0.01%	328
2024 Q4	$17.5K	Buy	510 +5	+1%	+$183	0.01%	340
2024 Q3	$18.3K	Hold	505	–	–	0.01%	338
2024 Q2	$17.3K	Hold	505	–	–	0.01%	327
2024 Q1	$17K	Hold	505	–	–	0.01%	344
2023 Q4	$15.5K	Buy	505 +5	+1%	+$144	0.01%	355
2023 Q3	$14.4K	Hold	500	–	–	0.01%	364
2023 Q2	$16.2K	Hold	500	–	–	0.01%	355
2023 Q1	$14.6K	Hold	500	–	–	0.01%	351
2022 Q4	$13.7K	Hold	500	–	–	0.01%	366
2022 Q3	$13K	Hold	500	–	–	0.01%	359
2022 Q2	$13K	Buy	500 +375	+300%	+$10.5K	0.01%	389
2022 Q1	$4K	Hold	125	–	–	﹤0.01%	475
2021 Q4	$4K	Hold	125	–	–	﹤0.01%	396
2021 Q3	$4K	Hold	125	–	–	﹤0.01%	370
2021 Q2	$4K	Buy	+125	New	+$3.5K	﹤0.01%	335

Other funds holding EVX

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

CMMS

Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Atticus Wealth Management's EVX Position: Q3 2025 in Review

Atticus Wealth Management sold out of VanEck Environmental Services ETF (EVX) in Q3 2025, closing a stake of 509 shares — an estimated $19.5K sold.

Atticus Wealth Management first reported a position in EVX in Q2 2021 and held it in 17 quarters. The position peaked at $19.5K in Q2 2025. 47 funds tracked by Wall St. Rank hold EVX as of Q3 2025.

Atticus Wealth Management reported no remaining VanEck Environmental Services ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 509 VanEck Environmental Services ETF shares in Q3 2025, an estimated $19.5K.
Atticus Wealth Management first reported a position in VanEck Environmental Services ETF in Q2 2021 and held it in 17 quarters.
Atticus Wealth Management's VanEck Environmental Services ETF position peaked at $19.5K in Q2 2025.
47 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.