SageView Advisory Group’s VanEck Environmental Services ETF EVX Stock Holding History

SageView Advisory Group’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 Q4	$16.8K	Buy	+440	New	+$16.8K	﹤0.01%	1524

Other funds holding EVX

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 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

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

SageView Advisory Group's EVX Position: Q4 2025 in Review

SageView Advisory Group opened a new position in VanEck Environmental Services ETF (EVX) in Q4 2025: 440 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #1524 among its holdings.

48 funds tracked by Wall St. Rank hold EVX as of Q4 2025.

SageView Advisory Group held 440 shares of VanEck Environmental Services ETF worth $16.8K as of Q4 2025.
VanEck Environmental Services ETF was a new SageView Advisory Group position in Q4 2025.
VanEck Environmental Services ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1524 holding.
48 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.