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Caldwell Trust’s VanEck Environmental Services ETF EVX Stock Holding History

Caldwell Trust’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
2022
Q4 		– Sell
-450
Closed -$11.8K – 734
2022
Q3 		$11.8K Hold
450
– – ﹤0.01% 591
2022
Q2 		$11.7K Hold
450
– – ﹤0.01% 608
2022
Q1 		$13.6K Hold
450
– – ﹤0.01% 615
2021
Q4 		$13.8K Hold
450
– – ﹤0.01% 603
2021
Q3 		$12.9K Hold
450
– – ﹤0.01% 613
2021
Q2 		$12.7K Hold
450
– – ﹤0.01% 623
2021
Q1 		$12K Hold
450
– – ﹤0.01% 616
2020
Q4 		$10.8K Hold
450
– – ﹤0.01% 616
2020
Q3 		$8.99K Hold
450
– – ﹤0.01% 626
2020
Q2 		$8.37K Hold
450
– – ﹤0.01% 655
2020
Q1 		$6.86K Buy
+450
New +$8.95K ﹤0.01% 673

Other funds holding EVX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return