Evermay Wealth Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Evermay Wealth Management’s Portfolio PAVE Stock Details PAVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.36K	Sell	23 -158	-87%	-$8.87K	﹤0.01%	605
2026 Q1	$9.2K	Buy	181 +158	+687%	+$8.23K	﹤0.01%	469
2025 Q4	$1.1K	Buy	+23	New	+$1.1K	﹤0.01%	533

Other funds holding PAVE

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Evermay Wealth Management's PAVE Position: Q2 2026 in Review

Evermay Wealth Management reduced its Global X US Infrastructure Development ETF (PAVE) stake by 87% in Q2 2026, selling an estimated $8.87K and leaving 23 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Evermay Wealth Management first reported a position in PAVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.2K in Q1 2026. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Evermay Wealth Management held 23 shares of Global X US Infrastructure Development ETF worth $1.36K as of Q2 2026.
Evermay Wealth Management sold 158 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $8.87K.
Global X US Infrastructure Development ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #605 holding.
Evermay Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q4 2025 and has held it in 3 quarters since.
Evermay Wealth Management's Global X US Infrastructure Development ETF position peaked at $9.2K in Q1 2026.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.