Envestnet Asset Management
EVX icon

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
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
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return