Barometer Capital Management’s VanEck Environmental Services ETF EVX Stock Holding History

Barometer Capital 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 Q1	–	Sell	-15,500	Closed	-$529K	–	151
2024 Q4	$529K	Buy	15,500 +3,000	+24%	+$110K	0.21%	65
2024 Q3	$451K	Sell	12,500 -3,000	-19%	-$105K	0.13%	74
2024 Q2	$529K	Buy	15,500 +8,000	+107%	+$265K	0.2%	66
2024 Q1	$241K	Buy	+7,500	New	+$232K	0.06%	155

Other funds holding EVX

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

SWM

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

CMMS

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

CAL

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

HIIFS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barometer Capital Management's EVX Position: Q1 2025 in Review

Barometer Capital Management sold out of VanEck Environmental Services ETF (EVX) in Q1 2025, closing a stake of 15,500 shares — an estimated $529K sold.

Barometer Capital Management first reported a position in EVX in Q1 2024 and held it in 4 quarters. The position peaked at $529K in Q4 2024. 50 funds tracked by Wall St. Rank hold EVX as of Q1 2025.

Barometer Capital Management reported no remaining VanEck Environmental Services ETF position as of Q1 2025 after selling out during the quarter.
Barometer Capital Management sold 15,500 VanEck Environmental Services ETF shares in Q1 2025, an estimated $529K.
Barometer Capital Management first reported a position in VanEck Environmental Services ETF in Q1 2024 and held it in 4 quarters.
Barometer Capital Management's VanEck Environmental Services ETF position peaked at $529K in Q4 2024.
50 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2025.

Based on Barometer Capital Management's 13F filing for Q1 2025, filed 14 May 2025.