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 Q2	$522K	Hold	5,900	–	–	0.01%	873
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Evergreen Capital Management's REMX Position: Q2 2026 in Review

Evergreen Capital Management held its VanEck Rare Earth/Strategic Metals ETF (REMX) position steady in Q2 2026 at 5,900 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #873.

Evergreen Capital Management first reported a position in REMX in Q2 2022 and has held it in 17 quarters since. 360 funds tracked by Wall St. Rank hold REMX as of Q2 2026.

Evergreen Capital Management held 5,900 shares of VanEck Rare Earth/Strategic Metals ETF worth $522K as of Q2 2026.
Evergreen Capital Management left its VanEck Rare Earth/Strategic Metals ETF share count unchanged in Q2 2026.
VanEck Rare Earth/Strategic Metals ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #873 holding.
Evergreen Capital Management first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q2 2022 and has held it in 17 quarters since.
360 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.