Comprehensive Money Management Services’s VanEck Environmental Services ETF EVX Stock Holding History

Comprehensive Money Management Services’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 Q1	$832K	Sell	21,475 -545	-2%	-$22K	0.55%	63
2025 Q4	$842K	Hold	22,020	–	–	0.58%	58
2025 Q3	$858K	Sell	22,020 -825	-4%	-$32.1K	0.61%	54
2025 Q2	$875K	Sell	22,845 -310	-1%	-$11.2K	0.66%	50
2025 Q1	$821K	Sell	23,155 -1,010	-4%	-$35.7K	0.66%	49
2024 Q4	$828K	Buy	+24,165	New	+$884K	0.68%	47

Other funds holding EVX

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

SWM

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

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

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Comprehensive Money Management Services's EVX Position: Q1 2026 in Review

Comprehensive Money Management Services reduced its VanEck Environmental Services ETF (EVX) stake by 2.5% in Q1 2026, selling an estimated $22K and leaving 21,475 shares worth $832K. The position accounts for 0.55% of the portfolio, ranked #63.

Comprehensive Money Management Services first reported a position in EVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $875K in Q2 2025. 49 funds tracked by Wall St. Rank hold EVX as of Q1 2026.

Comprehensive Money Management Services held 21,475 shares of VanEck Environmental Services ETF worth $832K as of Q1 2026.
Comprehensive Money Management Services sold 545 VanEck Environmental Services ETF shares in Q1 2026, an estimated $22K.
VanEck Environmental Services ETF made up 0.55% of Comprehensive Money Management Services's portfolio in Q1 2026, its #63 holding.
Comprehensive Money Management Services first reported a position in VanEck Environmental Services ETF in Q4 2024 and has held it in 6 quarters since.
Comprehensive Money Management Services's VanEck Environmental Services ETF position peaked at $875K in Q2 2025.
49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.