Belpointe Asset Management’s VanEck Environmental Services ETF EVX Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-8,865	Closed	-$258K	–	1431
2023 Q1	$258K	Hold	8,865	–	–	0.01%	819
2022 Q4	$242K	Hold	8,865	–	–	0.01%	810
2022 Q3	$232K	Sell	8,865 -115	-1%	-$3.24K	0.02%	770
2022 Q2	$233K	Hold	8,980	–	–	0.02%	764
2022 Q1	$272K	Hold	8,980	–	–	0.02%	774
2021 Q4	$275K	Sell	8,980 -100	-1%	-$3.06K	0.02%	748
2021 Q3	$260K	Sell	9,080 -250	-3%	-$7.25K	0.02%	754
2021 Q2	$264K	Hold	9,330	–	–	0.02%	721
2021 Q1	$249K	Hold	9,330	–	–	0.02%	666
2020 Q4	$224K	Buy	9,330 +425	+5%	+$9.45K	0.02%	659
2020 Q3	$178K	Buy	8,905 +155	+2%	+$3.03K	0.02%	584
2020 Q2	$163K	Sell	8,750 -330	-4%	-$5.7K	0.02%	585
2020 Q1	$138K	Buy	+9,080	New	+$181K	0.02%	524

Other funds holding EVX

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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

SWM

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

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Belpointe Asset Management's EVX Position: Q2 2023 in Review

Belpointe Asset Management sold out of VanEck Environmental Services ETF (EVX) in Q2 2023, closing a stake of 8,865 shares — an estimated $258K sold.

Belpointe Asset Management first reported a position in EVX in Q1 2020 and held it in 13 quarters. The position peaked at $275K in Q4 2021. 44 funds tracked by Wall St. Rank hold EVX as of Q2 2023.

Belpointe Asset Management reported no remaining VanEck Environmental Services ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 8,865 VanEck Environmental Services ETF shares in Q2 2023, an estimated $258K.
Belpointe Asset Management first reported a position in VanEck Environmental Services ETF in Q1 2020 and held it in 13 quarters.
Belpointe Asset Management's VanEck Environmental Services ETF position peaked at $275K in Q4 2021.
44 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.