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Clean Yield Group’s VanEck Environmental Services ETF EVX Stock Holding History

Clean Yield Group’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
2023
Q2 		– Sell
-200
Closed -$5.82K – 416
2023
Q1 		$5.82K Buy
+200
New +$5.7K ﹤0.01% 353
2021
Q1 		– Sell
-200
Closed -$5K – 222
2020
Q4 		$5K Buy
+200
New +$4.45K ﹤0.01% 391

Other funds holding EVX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clean Yield Group's EVX Position: Q2 2023 in Review

Clean Yield Group sold out of VanEck Environmental Services ETF (EVX) in Q2 2023, closing a stake of 200 shares — an estimated $5.82K sold.

Clean Yield Group first reported a position in EVX in Q4 2020 and held it in 2 quarters. The position peaked at $5.82K in Q1 2023. 44 funds tracked by Wall St. Rank hold EVX as of Q2 2023.

  • Clean Yield Group reported no remaining VanEck Environmental Services ETF position as of Q2 2023 after selling out during the quarter.
  • Clean Yield Group sold 200 VanEck Environmental Services ETF shares in Q2 2023, an estimated $5.82K.
  • Clean Yield Group first reported a position in VanEck Environmental Services ETF in Q4 2020 and held it in 2 quarters.
  • Clean Yield Group's VanEck Environmental Services ETF position peaked at $5.82K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q2 2023.

Based on Clean Yield Group's 13F filing for Q2 2023, filed 26 Jul 2023.