EP Wealth Advisors’s VanEck Environmental Services ETF EVX Stock Holding History

EP Wealth Advisors’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	$241K	Buy	+5,843	New	+$232K	﹤0.01%	1417

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

EP Wealth Advisors's EVX Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in VanEck Environmental Services ETF (EVX) in Q2 2026: 5,843 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #1417 among its holdings.

48 funds tracked by Wall St. Rank hold EVX as of Q2 2026.

EP Wealth Advisors held 5,843 shares of VanEck Environmental Services ETF worth $241K as of Q2 2026.
VanEck Environmental Services ETF was a new EP Wealth Advisors position in Q2 2026.
VanEck Environmental Services ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1417 holding.
48 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.