CAPTRUST Financial Advisors’s VanEck Environmental Services ETF EVX Stock Holding History

CAPTRUST Financial Advisors’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 Q2	$476K	Sell	11,559 -3,385	-23%	-$134K	﹤0.01%	2214
2026 Q1	$579K	Buy	14,944 +244	+2%	+$9.83K	﹤0.01%	1936
2025 Q4	$562K	Buy	14,700 +2,711	+23%	+$104K	﹤0.01%	1827
2025 Q3	$467K	Sell	11,989 -25	-0.2%	-$973	﹤0.01%	1864
2025 Q2	$460K	Buy	12,014 +155	+1%	+$5.62K	﹤0.01%	1783
2025 Q1	$420K	Buy	+11,859	New	+$419K	﹤0.01%	1743

Other funds holding EVX

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

SWM

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

CMMS

Comprehensive Money Management Services Coral Gables, Florida $159M AUM 18.94% 1-Year Est. Return

CAPTRUST Financial Advisors's EVX Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its VanEck Environmental Services ETF (EVX) stake by 23% in Q2 2026, selling an estimated $134K and leaving 11,559 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

CAPTRUST Financial Advisors first reported a position in EVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $579K in Q1 2026. 48 funds tracked by Wall St. Rank hold EVX as of Q2 2026.

CAPTRUST Financial Advisors held 11,559 shares of VanEck Environmental Services ETF worth $476K as of Q2 2026.
CAPTRUST Financial Advisors sold 3,385 VanEck Environmental Services ETF shares in Q2 2026, an estimated $134K.
VanEck Environmental Services ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2214 holding.
CAPTRUST Financial Advisors first reported a position in VanEck Environmental Services ETF in Q1 2025 and has held it in 6 quarters since.
CAPTRUST Financial Advisors's VanEck Environmental Services ETF position peaked at $579K in Q1 2026.
48 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.