Corient Private Wealth
EVX icon

Corient Private Wealth’s VanEck Environmental Services ETF EVX Stock Holding History

Corient Private Wealth’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
2025
Q1 		– Sell
-11,000
Closed -$377K – 2333
2024
Q4 		$377K Buy
+11,000
New +$402K ﹤0.01% 1776

Other funds holding EVX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Bank of America
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corient Private Wealth's EVX Position: Q1 2025 in Review

Corient Private Wealth sold out of VanEck Environmental Services ETF (EVX) in Q1 2025, closing a stake of 11,000 shares — an estimated $377K sold.

Corient Private Wealth first reported a position in EVX in Q4 2024 and held it in 1 quarter. The position peaked at $377K in Q4 2024. 50 funds tracked by Wall St. Rank hold EVX as of Q1 2025.

  • Corient Private Wealth reported no remaining VanEck Environmental Services ETF position as of Q1 2025 after selling out during the quarter.
  • Corient Private Wealth sold 11,000 VanEck Environmental Services ETF shares in Q1 2025, an estimated $377K.
  • Corient Private Wealth first reported a position in VanEck Environmental Services ETF in Q4 2024 and held it in 1 quarter.
  • Corient Private Wealth's VanEck Environmental Services ETF position peaked at $377K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.