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

SHP 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	$20.3K	Buy	+524	New	+$21.1K	﹤0.01%	721

Other funds holding EVX

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 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

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

SHP Wealth Management opened a new position in VanEck Environmental Services ETF (EVX) in Q1 2026: 524 shares worth $20.3K. The stake represents ﹤0.01% of the portfolio and ranks #721 among its holdings.

49 funds tracked by Wall St. Rank hold EVX as of Q1 2026.

SHP Wealth Management held 524 shares of VanEck Environmental Services ETF worth $20.3K as of Q1 2026.
VanEck Environmental Services ETF was a new SHP Wealth Management position in Q1 2026.
VanEck Environmental Services ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #721 holding.
49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.