Jacobi Capital Management’s VanEck Environmental Services ETF EVX Stock Holding History

Jacobi Capital 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
2021 Q4	–	Sell	-105	Closed	-$3K	–	680
2021 Q3	$3K	Hold	105	–	–	﹤0.01%	1263
2021 Q2	$3K	Buy	+105	New	+$2.94K	﹤0.01%	1226
2021 Q1	–	Sell	-105	Closed	-$3K	–	1383
2020 Q4	$3K	Hold	105	–	–	﹤0.01%	1099
2020 Q3	$2K	Hold	105	–	–	﹤0.01%	1089
2020 Q2	$2K	Hold	105	–	–	﹤0.01%	1042
2020 Q1	$2K	Hold	105	–	–	﹤0.01%	958
2019 Q4	$2K	Hold	105	–	–	﹤0.01%	952
2019 Q3	$2K	Hold	105	–	–	﹤0.01%	934
2019 Q2	$2K	Buy	+105	New	+$2.07K	﹤0.01%	924

Other funds holding EVX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SWM

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

Jacobi Capital Management's EVX Position: Q4 2021 in Review

Jacobi Capital Management sold out of VanEck Environmental Services ETF (EVX) in Q4 2021, closing a stake of 105 shares — an estimated $3K sold.

Jacobi Capital Management first reported a position in EVX in Q2 2019 and held it in 9 quarters. The position peaked at $3K in Q3 2021. 42 funds tracked by Wall St. Rank hold EVX as of Q4 2021.

Jacobi Capital Management reported no remaining VanEck Environmental Services ETF position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 105 VanEck Environmental Services ETF shares in Q4 2021, an estimated $3K.
Jacobi Capital Management first reported a position in VanEck Environmental Services ETF in Q2 2019 and held it in 9 quarters.
Jacobi Capital Management's VanEck Environmental Services ETF position peaked at $3K in Q3 2021.
42 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.