N.E.W. Advisory Services’s VanEck Environmental Services ETF EVX Stock Holding History

N.E.W. Advisory Services’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
2026 Q2	$4.95K	Sell	120 -100	-45%	-$3.97K	﹤0.01%	742
2026 Q1	$8.52K	Hold	220	–	–	﹤0.01%	664
2025 Q4	$8.41K	Hold	220	–	–	﹤0.01%	640
2025 Q3	$8.57K	Hold	220	–	–	﹤0.01%	598
2025 Q2	$8.42K	Hold	220	–	–	﹤0.01%	587
2025 Q1	$7.8K	Buy	+220	New	+$7.78K	﹤0.01%	655

Other funds holding EVX

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

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

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

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

SWM

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

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

CMMS

Comprehensive Money Management Services Coral Gables, Florida $159M AUM 18.94% 1-Year Est. Return

N.E.W. Advisory Services's EVX Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its VanEck Environmental Services ETF (EVX) stake by 45% in Q2 2026, selling an estimated $3.97K and leaving 120 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

N.E.W. Advisory Services first reported a position in EVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.57K in Q3 2025. 48 funds tracked by Wall St. Rank hold EVX as of Q2 2026.

N.E.W. Advisory Services held 120 shares of VanEck Environmental Services ETF worth $4.95K as of Q2 2026.
N.E.W. Advisory Services sold 100 VanEck Environmental Services ETF shares in Q2 2026, an estimated $3.97K.
VanEck Environmental Services ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #742 holding.
N.E.W. Advisory Services first reported a position in VanEck Environmental Services ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's VanEck Environmental Services ETF position peaked at $8.57K in Q3 2025.
48 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.