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 $1.89T AUM 35.08% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Comprehensive Money Management Services Coral Gables, Florida $159M AUM 18.94% 1-Year Est. Return

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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.