Global Retirement Partners’s VanEck Environmental Services ETF EVX Stock Holding History

Global Retirement Partners’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	$115K	Buy	+2,784	New	+$111K	﹤0.01%	1969
2025 Q4	$57.7K	Hold	1,510	–	–	﹤0.01%	2268
2025 Q3	$58.8K	Hold	1,510	–	–	﹤0.01%	1805
2025 Q2	$57.8K	Buy	+1,510	New	+$54.8K	﹤0.01%	1699
2024 Q4	$51.8K	Buy	+1,510	New	+$55.2K	﹤0.01%	1601

Other funds holding EVX

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

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

Global Retirement Partners's EVX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in VanEck Environmental Services ETF (EVX) in Q2 2026: 2,784 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #1969 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EVX as recently as Q4 2025.

Global Retirement Partners first reported a position in EVX in Q4 2024 and has held it in 5 quarters since. 49 funds tracked by Wall St. Rank hold EVX as of Q2 2026.

Global Retirement Partners held 2,784 shares of VanEck Environmental Services ETF worth $115K as of Q2 2026.
VanEck Environmental Services ETF was a new Global Retirement Partners position in Q2 2026.
VanEck Environmental Services ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1969 holding.
Global Retirement Partners first reported a position in VanEck Environmental Services ETF in Q4 2024 and has held it in 5 quarters since.
49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.