Benjamin F. Edwards & Company’s VanEck Environmental Services ETF EVX Stock Holding History

Benjamin F. Edwards & Company’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	-1,800	Closed	-$52K	–	1781
2023 Q1	$52K	Hold	1,800	–	–	﹤0.01%	1084
2022 Q4	$49K	Hold	1,800	–	–	﹤0.01%	1079
2022 Q3	$47K	Hold	1,800	–	–	﹤0.01%	1067
2022 Q2	$47K	Hold	1,800	–	–	﹤0.01%	1054
2022 Q1	$55K	Hold	1,800	–	–	﹤0.01%	998
2021 Q4	$55K	Hold	1,800	–	–	﹤0.01%	1022
2021 Q3	$52K	Buy	+1,800	New	+$52.2K	﹤0.01%	1014

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

Benjamin F. Edwards & Company's EVX Position: Q2 2023 in Review

Benjamin F. Edwards & Company sold out of VanEck Environmental Services ETF (EVX) in Q2 2023, closing a stake of 1,800 shares — an estimated $52K sold.

Benjamin F. Edwards & Company first reported a position in EVX in Q3 2021 and held it in 7 quarters. The position peaked at $55K in Q1 2022. 44 funds tracked by Wall St. Rank hold EVX as of Q2 2023.

Benjamin F. Edwards & Company reported no remaining VanEck Environmental Services ETF position as of Q2 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 1,800 VanEck Environmental Services ETF shares in Q2 2023, an estimated $52K.
Benjamin F. Edwards & Company first reported a position in VanEck Environmental Services ETF in Q3 2021 and held it in 7 quarters.
Benjamin F. Edwards & Company's VanEck Environmental Services ETF position peaked at $55K in Q1 2022.
44 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q2 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2023, filed 15 Aug 2023.