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O'Shaughnessy Asset Management’s VanEck Environmental Services ETF EVX Stock Holding History

O'Shaughnessy Asset 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
2026
Q1 		$8.13K Hold
210
– – ﹤0.01% 2443
2025
Q4 		$8.03K Hold
210
– – ﹤0.01% 2434
2025
Q3 		$8.18K Buy
+210
New +$8.17K ﹤0.01% 2365

Other funds holding EVX

National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 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 $2.15B AUM 25.5% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

O'Shaughnessy Asset Management's EVX Position: Q1 2026 in Review

O'Shaughnessy Asset Management held its VanEck Environmental Services ETF (EVX) position steady in Q1 2026 at 210 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2443.

O'Shaughnessy Asset Management first reported a position in EVX in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.18K in Q3 2025. 49 funds tracked by Wall St. Rank hold EVX as of Q1 2026.

  • O'Shaughnessy Asset Management held 210 shares of VanEck Environmental Services ETF worth $8.13K as of Q1 2026.
  • O'Shaughnessy Asset Management left its VanEck Environmental Services ETF share count unchanged in Q1 2026.
  • VanEck Environmental Services ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2443 holding.
  • O'Shaughnessy Asset Management first reported a position in VanEck Environmental Services ETF in Q3 2025 and has held it in 3 quarters since.
  • O'Shaughnessy Asset Management's VanEck Environmental Services ETF position peaked at $8.18K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.