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Safe Harbor Fiduciary’s VanEck Environmental Services ETF EVX Stock Holding History

Safe Harbor Fiduciary’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
2025
Q2 		– Sell
-10
Closed -$354 – 243
2025
Q1 		$354 Hold
10
– – ﹤0.01% 206
2024
Q4 		$343 Hold
10
– – ﹤0.01% 175
2024
Q3 		$361 Buy
+10
New +$350 ﹤0.01% 187

Other funds holding EVX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Capital Analysts LLC
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $159M AUM 18.94% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Safe Harbor Fiduciary's EVX Position: Q2 2025 in Review

Safe Harbor Fiduciary sold out of VanEck Environmental Services ETF (EVX) in Q2 2025, closing a stake of 10 shares — an estimated $354 sold.

Safe Harbor Fiduciary first reported a position in EVX in Q3 2024 and held it in 3 quarters. The position peaked at $361 in Q3 2024. 46 funds tracked by Wall St. Rank hold EVX as of Q2 2025.

  • Safe Harbor Fiduciary reported no remaining VanEck Environmental Services ETF position as of Q2 2025 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 10 VanEck Environmental Services ETF shares in Q2 2025, an estimated $354.
  • Safe Harbor Fiduciary first reported a position in VanEck Environmental Services ETF in Q3 2024 and held it in 3 quarters.
  • Safe Harbor Fiduciary's VanEck Environmental Services ETF position peaked at $361 in Q3 2024.
  • 46 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.