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Evelyn Partners Investment Management’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Evelyn Partners Investment Management’s Portfolio REMX Stock Details REMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-500
Closed -$19.5K – 432
2024
Q4 		$19.5K Buy
+500
New +$22.8K ﹤0.01% 327

Other funds holding REMX

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Evelyn Partners Investment Management's REMX Position: Q1 2025 in Review

Evelyn Partners Investment Management sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q1 2025, closing a stake of 500 shares — an estimated $19.5K sold.

Evelyn Partners Investment Management first reported a position in REMX in Q4 2024 and held it in 1 quarter. The position peaked at $19.5K in Q4 2024. 76 funds tracked by Wall St. Rank hold REMX as of Q1 2025.

  • Evelyn Partners Investment Management reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q1 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 500 VanEck Rare Earth/Strategic Metals ETF shares in Q1 2025, an estimated $19.5K.
  • Evelyn Partners Investment Management first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q4 2024 and held it in 1 quarter.
  • Evelyn Partners Investment Management's VanEck Rare Earth/Strategic Metals ETF position peaked at $19.5K in Q4 2024.
  • 76 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q1 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2025, filed 4 Aug 2025.