Osaic Holdings
EVX icon

Osaic Holdings’s VanEck Environmental Services ETF EVX Stock Holding History

Osaic Holdings’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 		$154K Sell
3,739
-565
-13% -$22.4K ﹤0.01% 4622
2026
Q1 		$167K Sell
4,304
-1,642
-28% -$66.1K ﹤0.01% 4286
2025
Q4 		$227K Buy
5,946
+546
+10% +$20.9K ﹤0.01% 4039
2025
Q3 		$210K Buy
5,400
+850
+19% +$33.1K ﹤0.01% 4168
2025
Q2 		$174K Buy
4,550
+2,149
+90% +$77.9K ﹤0.01% 4055
2025
Q1 		$85.1K Sell
2,401
-2,599
-52% -$91.9K ﹤0.01% 4295
2024
Q4 		$172K Buy
5,000
+60
+1% +$2.19K ﹤0.01% 3738
2024
Q3 		$179K Sell
4,940
-1,550
-24% -$54.2K ﹤0.01% 3740
2024
Q2 		$222K Buy
6,490
+1,175
+22% +$38.9K ﹤0.01% 3459
2024
Q1 		$178K Sell
5,315
-1,200
-18% -$37.2K ﹤0.01% 3782
2023
Q4 		$199K Sell
6,515
-9,285
-59% -$267K ﹤0.01% 3933
2023
Q3 		$453K Sell
15,800
-2,150
-12% -$67.4K ﹤0.01% 3325
2023
Q2 		$580K Buy
17,950
+7,305
+69% +$215K ﹤0.01% 3024
2023
Q1 		$310K Buy
10,645
+1,030
+11% +$29.3K ﹤0.01% 3518
2022
Q4 		$262K Buy
9,615
+1,460
+18% +$40.4K ﹤0.01% 3618
2022
Q3 		$213K Sell
8,155
-230
-3% -$6.49K ﹤0.01% 3679
2022
Q2 		$218K Buy
8,385
+85
+1% +$2.39K ﹤0.01% 3706
2022
Q1 		$252K Sell
8,300
-505
-6% -$14.3K ﹤0.01% 3827
2021
Q4 		$269K Buy
8,805
+2,760
+46% +$84.4K ﹤0.01% 3677
2021
Q3 		$174K Sell
6,045
-495
-8% -$14.3K ﹤0.01% 4035
2021
Q2 		$185K Sell
6,540
-540
-8% -$15.1K ﹤0.01% 3916
2021
Q1 		$189K Buy
7,080
+730
+11% +$18.4K ﹤0.01% 3785
2020
Q4 		$153K Buy
6,350
+1,175
+23% +$26.1K ﹤0.01% 3720
2020
Q3 		$104K Hold
5,175
– – ﹤0.01% 3791
2020
Q2 		$96K Hold
5,175
– – ﹤0.01% 3711
2020
Q1 		$79K Buy
+5,175
New +$103K ﹤0.01% 3652

Other funds holding EVX

National Bank of Canada
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
PI
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

Osaic Holdings's EVX Position: Q2 2026 in Review

Osaic Holdings reduced its VanEck Environmental Services ETF (EVX) stake by 13% in Q2 2026, selling an estimated $22.4K and leaving 3,739 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #4622.

Osaic Holdings first reported a position in EVX in Q1 2020 and has held it in 26 quarters since. The position peaked at $580K in Q2 2023. 48 funds tracked by Wall St. Rank hold EVX as of Q2 2026.

  • Osaic Holdings held 3,739 shares of VanEck Environmental Services ETF worth $154K as of Q2 2026.
  • Osaic Holdings sold 565 VanEck Environmental Services ETF shares in Q2 2026, an estimated $22.4K.
  • VanEck Environmental Services ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4622 holding.
  • Osaic Holdings first reported a position in VanEck Environmental Services ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's VanEck Environmental Services ETF position peaked at $580K in Q2 2023.
  • 48 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.