Evergreen Capital Management’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Evergreen Capital 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
2026 Q1	$519K	Hold	5,900	–	–	0.01%	764
2025 Q4	$436K	Hold	5,900	–	–	0.01%	829
2025 Q3	$388K	Hold	5,900	–	–	0.01%	792
2025 Q2	$239K	Hold	5,900	–	–	0.01%	931
2025 Q1	$233K	Hold	5,900	–	–	0.01%	902
2024 Q4	$230K	Hold	5,900	–	–	0.01%	891
2024 Q3	$272K	Hold	5,900	–	–	0.01%	759
2024 Q2	$251K	Hold	5,900	–	–	0.01%	734
2024 Q1	$303K	Hold	5,900	–	–	0.01%	625
2023 Q4	$363K	Hold	5,900	–	–	0.01%	519
2023 Q3	$391K	Hold	5,900	–	–	0.02%	456
2023 Q2	$491K	Hold	5,900	–	–	0.02%	396
2023 Q1	$481K	Hold	5,900	–	–	0.02%	384
2022 Q4	$449K	Hold	5,900	–	–	0.02%	388
2022 Q3	$492K	Hold	5,900	–	–	0.03%	341
2022 Q2	$512K	Buy	+5,900	New	+$580K	0.03%	326

Other funds holding REMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Robinhood Asset Management Menlo Park, California $1.38B AUM

CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return