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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 $1.37T AUM 24.88% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 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.