Money Design’s VanEck Environmental Services ETF EVX Stock Holding History

Money Design’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
2025 Q2	$206K	Sell	5,371 -885	-14%	-$32.1K	0.01%	71
2025 Q1	$222K	Sell	6,256 -244	-4%	-$8.62K	0.01%	75
2024 Q4	$223K	Sell	6,500 -1,435	-18%	-$52.5K	0.01%	77
2024 Q3	$286K	Sell	7,935 -990	-11%	-$34.6K	0.01%	76
2024 Q2	$304K	Sell	8,925 -2,000	-18%	-$66.3K	0.02%	75
2024 Q1	$366K	Sell	10,925 -2,210	-17%	-$68.5K	0.02%	75
2023 Q4	$400K	Sell	13,135 -1,830	-12%	-$52.6K	0.02%	78
2023 Q3	$429K	Sell	14,965 -6,910	-32%	-$217K	0.03%	80
2023 Q2	$707K	Sell	21,875 -9,615	-31%	-$283K	0.04%	80
2023 Q1	$917K	Sell	31,490 -8,335	-21%	-$237K	0.05%	79
2022 Q4	$1.08M	Sell	39,825 -1,760	-4%	-$48.7K	0.07%	79
2022 Q3	$1.09M	Buy	41,585 +3,615	+10%	+$102K	0.08%	79
2022 Q2	$986K	Buy	37,970 +3,920	+12%	+$110K	0.07%	74
2022 Q1	$1.03M	Buy	34,050 +4,560	+15%	+$129K	0.07%	73
2021 Q4	$899K	Buy	+29,490	New	+$902K	0.06%	74

Other funds holding EVX

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

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

SWM

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

CMMS

Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Money Design's EVX Position: Q2 2025 in Review

Money Design reduced its VanEck Environmental Services ETF (EVX) stake by 14% in Q2 2025, selling an estimated $32.1K and leaving 5,371 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #71.

Money Design first reported a position in EVX in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.09M in Q3 2022. 46 funds tracked by Wall St. Rank hold EVX as of Q2 2025.

Money Design held 5,371 shares of VanEck Environmental Services ETF worth $206K as of Q2 2025.
Money Design sold 885 VanEck Environmental Services ETF shares in Q2 2025, an estimated $32.1K.
VanEck Environmental Services ETF made up 0.01% of Money Design's portfolio in Q2 2025, its #71 holding.
Money Design first reported a position in VanEck Environmental Services ETF in Q4 2021 and has held it in 15 quarters since.
Money Design's VanEck Environmental Services ETF position peaked at $1.09M in Q3 2022.
46 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.