SWM
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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
Q2 		$85.4K Buy
2,072
+1,548
+295% +$61.4K 0.01% 437
2026
Q1 		$20.3K Buy
+524
New +$21.1K ﹤0.01% 721

Other funds holding EVX

National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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
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
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

SHP Wealth Management's EVX Position: Q2 2026 in Review

SHP Wealth Management increased its VanEck Environmental Services ETF (EVX) stake by 295% in Q2 2026, buying an estimated $61.4K and bringing the position to 2,072 shares worth $85.4K. The position accounts for 0.01% of the portfolio, ranked #437.

SHP Wealth Management first reported a position in EVX in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold EVX as of Q2 2026.

  • SHP Wealth Management held 2,072 shares of VanEck Environmental Services ETF worth $85.4K as of Q2 2026.
  • SHP Wealth Management bought 1,548 VanEck Environmental Services ETF shares in Q2 2026, an estimated $61.4K.
  • VanEck Environmental Services ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #437 holding.
  • SHP Wealth Management first reported a position in VanEck Environmental Services ETF in Q1 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.