SageView Advisory Group
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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
2026
Q1 		– Sell
-440
Closed -$16.8K – 1176
2025
Q4 		$16.8K Buy
+440
New +$16.8K ﹤0.01% 1524

Other funds holding EVX

National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Capital Analysts LLC
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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $159M AUM 18.94% 1-Year Est. Return

SageView Advisory Group's EVX Position: Q1 2026 in Review

SageView Advisory Group sold out of VanEck Environmental Services ETF (EVX) in Q1 2026, closing a stake of 440 shares — an estimated $16.8K sold.

SageView Advisory Group first reported a position in EVX in Q4 2025 and held it in 1 quarter. The position peaked at $16.8K in Q4 2025. 49 funds tracked by Wall St. Rank hold EVX as of Q1 2026.

  • SageView Advisory Group reported no remaining VanEck Environmental Services ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 440 VanEck Environmental Services ETF shares in Q1 2026, an estimated $16.8K.
  • SageView Advisory Group first reported a position in VanEck Environmental Services ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's VanEck Environmental Services ETF position peaked at $16.8K in Q4 2025.
  • 49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.