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

Bernard 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
2026 Q1	$388	Hold	10	–	–	﹤0.01%	335
2025 Q4	$383	Hold	10	–	–	﹤0.01%	325
2025 Q3	$390	Hold	10	–	–	﹤0.01%	311
2025 Q2	$383	Sell	10 -30	-75%	-$1.09K	﹤0.01%	291
2025 Q1	$1.42K	Hold	40	–	–	﹤0.01%	331
2024 Q4	$1.37K	Buy	+40	New	+$1.46K	﹤0.01%	278

Other funds holding EVX

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

CAL

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

SWM

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

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

CMMS

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

Bernard Wealth Management's EVX Position: Q1 2026 in Review

Bernard Wealth Management held its VanEck Environmental Services ETF (EVX) position steady in Q1 2026 at 10 shares worth $388. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Bernard Wealth Management first reported a position in EVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.42K in Q1 2025. 49 funds tracked by Wall St. Rank hold EVX as of Q1 2026.

Bernard Wealth Management held 10 shares of VanEck Environmental Services ETF worth $388 as of Q1 2026.
Bernard Wealth Management left its VanEck Environmental Services ETF share count unchanged in Q1 2026.
VanEck Environmental Services ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #335 holding.
Bernard Wealth Management first reported a position in VanEck Environmental Services ETF in Q4 2024 and has held it in 6 quarters since.
Bernard Wealth Management's VanEck Environmental Services ETF position peaked at $1.42K in Q1 2025.
49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.