Harvest Group Wealth Management’s VanEck Environmental Services ETF EVX Stock Holding History

Harvest Group Wealth Management’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
2023 Q1	$21.7K	Sell	745 -30	-4%	-$855	0.01%	75
2022 Q4	$21.1K	Hold	775	–	–	0.01%	76
2022 Q3	$21K	Hold	775	–	–	0.01%	79
2022 Q2	$22K	Hold	775	–	–	0.01%	83
2022 Q1	$24K	Sell	775 -58,600	-99%	-$1.66M	0.01%	65
2021 Q4	$1.82M	Buy	59,375 +31,215	+111%	+$955K	1.02%	25
2021 Q3	$807K	Buy	28,160 +8,220	+41%	+$238K	0.47%	27
2021 Q2	$564K	Buy	19,940 +9,480	+91%	+$266K	0.34%	25
2021 Q1	$291K	Buy	10,460 +5,690	+119%	+$143K	0.18%	24
2020 Q4	$115K	Hold	4,770	–	–	0.07%	61
2020 Q3	$95K	Buy	4,770 +3,675	+336%	+$71.9K	0.07%	60
2020 Q2	$20K	Buy	1,095 +185	+20%	+$3.2K	0.02%	160
2020 Q1	$13K	Buy	+910	New	+$18.1K	0.01%	176

Other funds holding EVX

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Harvest Group Wealth Management's EVX Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its VanEck Environmental Services ETF (EVX) stake by 3.9% in Q1 2023, selling an estimated $855 and leaving 745 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #75.

Harvest Group Wealth Management first reported a position in EVX in Q1 2020 and has held it in 13 quarters since. The position peaked at $1.82M in Q4 2021. 49 funds tracked by Wall St. Rank hold EVX as of Q1 2023.

Harvest Group Wealth Management held 745 shares of VanEck Environmental Services ETF worth $21.7K as of Q1 2023.
Harvest Group Wealth Management sold 30 VanEck Environmental Services ETF shares in Q1 2023, an estimated $855.
VanEck Environmental Services ETF made up 0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #75 holding.
Harvest Group Wealth Management first reported a position in VanEck Environmental Services ETF in Q1 2020 and has held it in 13 quarters since.
Harvest Group Wealth Management's VanEck Environmental Services ETF position peaked at $1.82M in Q4 2021.
49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.