Perigon Wealth Management’s VanEck Environmental Services ETF EVX Stock Holding History

Perigon Wealth 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	$1.75M	Hold	45,134	–	–	0.03%	405
2025 Q4	$1.73M	Sell	45,134 -2,532	-5%	-$96.8K	0.03%	400
2025 Q3	$1.86M	Sell	47,666 -779	-2%	-$30.3K	0.04%	372
2025 Q2	$1.85M	Sell	48,445 -574	-1%	-$20.8K	0.04%	348
2025 Q1	$1.74M	Buy	49,019 +469	+1%	+$16.6K	0.04%	334
2024 Q4	$1.72M	Sell	48,550 -2,685	-5%	-$98.2K	0.04%	336
2024 Q3	$1.85M	Sell	51,235 -1,345	-3%	-$47K	0.05%	303
2024 Q2	$1.79M	Buy	+52,580	New	+$1.74M	0.05%	268

Other funds holding EVX

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

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

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

HIIFS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $152M AUM 20.08% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Perigon Wealth Management's EVX Position: Q1 2026 in Review

Perigon Wealth Management held its VanEck Environmental Services ETF (EVX) position steady in Q1 2026 at 45,134 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #405.

Perigon Wealth Management first reported a position in EVX in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.86M in Q3 2025. 49 funds tracked by Wall St. Rank hold EVX as of Q1 2026.

Perigon Wealth Management held 45,134 shares of VanEck Environmental Services ETF worth $1.75M as of Q1 2026.
Perigon Wealth Management left its VanEck Environmental Services ETF share count unchanged in Q1 2026.
VanEck Environmental Services ETF made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #405 holding.
Perigon Wealth Management first reported a position in VanEck Environmental Services ETF in Q2 2024 and has held it in 8 quarters since.
Perigon Wealth Management's VanEck Environmental Services ETF position peaked at $1.86M in Q3 2025.
49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.