Envestnet Asset Management’s VanEck Environmental Services ETF EVX Stock Holding History

Envestnet Asset Management’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	$585K	Sell	14,195 -727	-5%	-$28.9K	﹤0.01%	3965
2026 Q1	$578K	Buy	+14,922	New	+$601K	﹤0.01%	3837
2024 Q1	–	Sell	-14,830	Closed	-$452K	–	4211
2023 Q4	$452K	Sell	14,830 -35	-0.2%	-$1.01K	﹤0.01%	3383
2023 Q3	$426K	Sell	14,865 -6,480	-30%	-$203K	﹤0.01%	3334
2023 Q2	$690K	Buy	21,345 +8,360	+64%	+$246K	﹤0.01%	3029
2023 Q1	$378K	Buy	12,985 +2,450	+23%	+$69.8K	﹤0.01%	3328
2022 Q4	$287K	Buy	10,535 +675	+7%	+$18.7K	﹤0.01%	3458
2022 Q3	$258K	Buy	9,860 +1,140	+13%	+$32.2K	﹤0.01%	3449
2022 Q2	$226K	Buy	8,720 +1,270	+17%	+$35.7K	﹤0.01%	3511
2022 Q1	$226K	Buy	+7,450	New	+$211K	﹤0.01%	3619

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

Envestnet Asset Management's EVX Position: Q2 2026 in Review

Envestnet Asset Management reduced its VanEck Environmental Services ETF (EVX) stake by 4.9% in Q2 2026, selling an estimated $28.9K and leaving 14,195 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #3965.

Envestnet Asset Management first reported a position in EVX in Q1 2022 and has held it in 10 quarters since. The position peaked at $690K in Q2 2023. 48 funds tracked by Wall St. Rank hold EVX as of Q2 2026.

Envestnet Asset Management held 14,195 shares of VanEck Environmental Services ETF worth $585K as of Q2 2026.
Envestnet Asset Management sold 727 VanEck Environmental Services ETF shares in Q2 2026, an estimated $28.9K.
VanEck Environmental Services ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3965 holding.
Envestnet Asset Management first reported a position in VanEck Environmental Services ETF in Q1 2022 and has held it in 10 quarters since.
Envestnet Asset Management's VanEck Environmental Services ETF position peaked at $690K in Q2 2023.
48 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.