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Money Concepts Capital’s VanEck Environmental Services ETF EVX Stock Holding History

Money Concepts Capital’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 		– Sell
-90
Closed -$2.45K – 1234
2022
Q4 		$2.45K Hold
90
– – ﹤0.01% 2621
2022
Q3 		$2K Hold
90
– – ﹤0.01% 1378
2022
Q2 		$2K Hold
90
– – ﹤0.01% 1312
2022
Q1 		$3K Hold
90
– – ﹤0.01% 2345
2021
Q4 		$3K Buy
+90
New +$2.75K ﹤0.01% 721
2021
Q1 		$11K Hold
400
– – ﹤0.01% 648
2020
Q4 		$10K Buy
+400
New +$8.9K ﹤0.01% 599

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Money Concepts Capital's EVX Position: Q1 2023 in Review

Money Concepts Capital sold out of VanEck Environmental Services ETF (EVX) in Q1 2023, closing a stake of 90 shares — an estimated $2.45K sold.

Money Concepts Capital first reported a position in EVX in Q4 2020 and held it in 7 quarters. The position peaked at $11K in Q1 2021. 49 funds tracked by Wall St. Rank hold EVX as of Q1 2023.

  • Money Concepts Capital reported no remaining VanEck Environmental Services ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 90 VanEck Environmental Services ETF shares in Q1 2023, an estimated $2.45K.
  • Money Concepts Capital first reported a position in VanEck Environmental Services ETF in Q4 2020 and held it in 7 quarters.
  • Money Concepts Capital's VanEck Environmental Services ETF position peaked at $11K in Q1 2021.
  • 49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.