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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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $2.79B AUM 27.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

Caldwell Trust's EVX Position: Q4 2022 in Review

Caldwell Trust sold out of VanEck Environmental Services ETF (EVX) in Q4 2022, closing a stake of 450 shares — an estimated $11.8K sold.

Caldwell Trust first reported a position in EVX in Q1 2020 and held it in 11 quarters. The position peaked at $13.8K in Q4 2021. 44 funds tracked by Wall St. Rank hold EVX as of Q4 2022.

  • Caldwell Trust reported no remaining VanEck Environmental Services ETF position as of Q4 2022 after selling out during the quarter.
  • Caldwell Trust sold 450 VanEck Environmental Services ETF shares in Q4 2022, an estimated $11.8K.
  • Caldwell Trust first reported a position in VanEck Environmental Services ETF in Q1 2020 and held it in 11 quarters.
  • Caldwell Trust's VanEck Environmental Services ETF position peaked at $13.8K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q4 2022.

Based on Caldwell Trust's 13F filing for Q4 2022, filed 1 Oct 2025.