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Pacific Sun Financial’s VanEck Environmental Services ETF EVX Stock Holding History

Pacific Sun Financial’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 		$741K Buy
19,130
+630
+3% +$25.4K 0.36% 83
2025
Q4 		$707K Buy
18,500
+1,020
+6% +$39K 0.34% 82
2025
Q3 		$681K Buy
17,480
+750
+4% +$29.2K 0.33% 86
2025
Q2 		$641K Buy
16,730
+25
+0.1% +$907 0.33% 87
2025
Q1 		$592K Buy
16,705
+55
+0.3% +$1.94K 0.34% 89
2024
Q4 		$571K Hold
16,650
– – 0.31% 97
2024
Q3 		$601K Hold
16,650
– – 0.33% 93
2024
Q2 		$568K Hold
16,650
– – 0.34% 94
2024
Q1 		$558K Hold
16,650
– – 0.32% 100
2023
Q4 		$508K Sell
16,650
-700
-4% -$20.1K 0.32% 99
2023
Q3 		$497K Sell
17,350
-800
-4% -$25.1K 0.34% 94
2023
Q2 		$528K Buy
+18,150
New +$535K 0.35% 89
2022
Q4 		$493K Buy
18,100
+150
+0.8% +$4.15K 0.35% 90
2022
Q3 		$469K Sell
17,950
-900
-5% -$25.4K 0.33% 100
2022
Q2 		$489K Sell
18,850
-500
-3% -$14K 0.32% 101
2022
Q1 		$587K Hold
19,350
– – 0.32% 93
2021
Q4 		$592K Buy
19,350
+700
+4% +$21.4K 0.32% 97
2021
Q3 		$535K Buy
+18,650
New +$541K 0.31% 98
2020
Q3 		$362K Hold
18,100
– – 0.3% 101
2020
Q2 		$337K Hold
18,100
– – 0.3% 103
2020
Q1 		$276K Hold
18,100
– – 0.32% 101
2019
Q4 		$386K Hold
18,100
– – 0.34% 96
2019
Q3 		$378K Sell
18,100
-1,000
-5% -$20.6K 0.36% 93
2019
Q2 		$392K Buy
+19,100
New +$377K 0.37% 90
2018
Q2 		$392K Hold
20,400
– – 0.4% 84
2018
Q1 		$346K Buy
+20,400
New +$357K 0.46% 77

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

Pacific Sun Financial's EVX Position: Q1 2026 in Review

Pacific Sun Financial increased its VanEck Environmental Services ETF (EVX) stake by 3.4% in Q1 2026, buying an estimated $25.4K and bringing the position to 19,130 shares worth $741K. The position accounts for 0.36% of the portfolio, ranked #83.

Pacific Sun Financial first reported a position in EVX in Q1 2018 and has held it in 26 quarters since. 49 funds tracked by Wall St. Rank hold EVX as of Q1 2026.

  • Pacific Sun Financial held 19,130 shares of VanEck Environmental Services ETF worth $741K as of Q1 2026.
  • Pacific Sun Financial bought 630 VanEck Environmental Services ETF shares in Q1 2026, an estimated $25.4K.
  • VanEck Environmental Services ETF made up 0.36% of Pacific Sun Financial's portfolio in Q1 2026, its #83 holding.
  • Pacific Sun Financial first reported a position in VanEck Environmental Services ETF in Q1 2018 and has held it in 26 quarters since.
  • 49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.