IA
EVX icon

Insight Advisors’s VanEck Environmental Services ETF EVX Stock Holding History

Insight Advisors’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
Q2 		– Sell
-8,375
Closed -$244K – 299
2023
Q1 		$244K Sell
8,375
-1,390
-14% -$39.6K 0.06% 260
2022
Q4 		$265K Buy
+9,765
New +$270K 0.09% 262

Other funds holding EVX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Insight Advisors's EVX Position: Q2 2023 in Review

Insight Advisors sold out of VanEck Environmental Services ETF (EVX) in Q2 2023, closing a stake of 8,375 shares — an estimated $244K sold.

Insight Advisors first reported a position in EVX in Q4 2022 and held it in 2 quarters. The position peaked at $265K in Q4 2022. 44 funds tracked by Wall St. Rank hold EVX as of Q2 2023.

  • Insight Advisors reported no remaining VanEck Environmental Services ETF position as of Q2 2023 after selling out during the quarter.
  • Insight Advisors sold 8,375 VanEck Environmental Services ETF shares in Q2 2023, an estimated $244K.
  • Insight Advisors first reported a position in VanEck Environmental Services ETF in Q4 2022 and held it in 2 quarters.
  • Insight Advisors's VanEck Environmental Services ETF position peaked at $265K in Q4 2022.
  • 44 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q2 2023.

Based on Insight Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.