Boston Financial Management’s VanEck Environmental Services ETF EVX Stock Holding History

Boston Financial 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
2024 Q4	$395K	Sell	11,520 -575	-5%	-$21K	0.01%	260
2024 Q3	$437K	Sell	12,095 -2,090	-15%	-$73.1K	0.01%	253
2024 Q2	$484K	Sell	14,185 -805	-5%	-$26.7K	0.02%	239
2024 Q1	$502K	Hold	14,990	–	–	0.02%	248
2023 Q4	$457K	Sell	14,990 -1,475	-9%	-$42.4K	0.02%	249
2023 Q3	$472K	Buy	16,465 +1,740	+12%	+$54.5K	0.02%	227
2023 Q2	$476K	Buy	14,725 +725	+5%	+$21.4K	0.02%	237
2023 Q1	$407K	Buy	14,000 +4,000	+40%	+$114K	0.02%	245
2022 Q4	$272K	Buy	10,000 +1,450	+17%	+$40.1K	0.01%	279
2022 Q3	$224K	Buy	8,550 +475	+6%	+$13.4K	0.01%	283
2022 Q2	$210K	Buy	+8,075	New	+$227K	0.01%	278

Other funds holding EVX

Morgan Stanley New York $1.66T AUM 25.57% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

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

Boston Financial Management's EVX Position: Q4 2024 in Review

Boston Financial Management reduced its VanEck Environmental Services ETF (EVX) stake by 4.8% in Q4 2024, selling an estimated $21K and leaving 11,520 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #260.

Boston Financial Management first reported a position in EVX in Q2 2022 and has held it in 11 quarters since. The position peaked at $502K in Q1 2024. 48 funds tracked by Wall St. Rank hold EVX as of Q4 2024.

Boston Financial Management held 11,520 shares of VanEck Environmental Services ETF worth $395K as of Q4 2024.
Boston Financial Management sold 575 VanEck Environmental Services ETF shares in Q4 2024, an estimated $21K.
VanEck Environmental Services ETF made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #260 holding.
Boston Financial Management first reported a position in VanEck Environmental Services ETF in Q2 2022 and has held it in 11 quarters since.
Boston Financial Management's VanEck Environmental Services ETF position peaked at $502K in Q1 2024.
48 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.