SOA Wealth Advisors’s VanEck Environmental Services ETF EVX Stock Holding History

SOA Wealth Advisors’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	$28.8K	Hold	744	–	–	0.01%	447
2025 Q4	$28.4K	Buy	744 +1	+0.1%	+$38	﹤0.01%	450
2025 Q3	$28.9K	Hold	743	–	–	0.01%	454
2025 Q2	$28.4K	Hold	743	–	–	0.01%	446
2025 Q1	$26.3K	Sell	743 -2	-0.3%	-$71	0.01%	426
2024 Q4	$25.5K	Buy	745 +5	+0.7%	+$183	﹤0.01%	418
2024 Q3	$26.7K	Hold	740	–	–	0.01%	409
2024 Q2	$25.2K	Hold	740	–	–	0.01%	406
2024 Q1	$24.8K	Hold	740	–	–	0.01%	407
2023 Q4	$22.6K	Buy	740 +5	+0.7%	+$144	0.01%	407
2023 Q3	$21K	Hold	735	–	–	0.01%	411
2023 Q2	$23.7K	Hold	735	–	–	0.01%	405
2023 Q1	$21.3K	Hold	735	–	–	0.01%	412
2022 Q4	$20K	Buy	735 +5	+0.7%	+$138	0.01%	406
2022 Q3	$19K	Hold	730	–	–	0.01%	396
2022 Q2	$18K	Hold	730	–	–	0.01%	402
2022 Q1	$22K	Hold	730	–	–	0.01%	449
2021 Q4	$22K	Buy	730 +5	+0.7%	+$153	0.01%	433
2021 Q3	$20K	Hold	725	–	–	0.01%	454
2021 Q2	$20K	Hold	725	–	–	0.01%	461
2021 Q1	$19K	Hold	725	–	–	0.01%	415
2020 Q4	$18K	Buy	+725	New	+$16.1K	﹤0.01%	424

Other funds holding EVX

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

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

CMMS

Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

SOA Wealth Advisors's EVX Position: Q1 2026 in Review

SOA Wealth Advisors held its VanEck Environmental Services ETF (EVX) position steady in Q1 2026 at 744 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #447.

SOA Wealth Advisors first reported a position in EVX in Q4 2020 and has held it in 22 quarters since. The position peaked at $28.9K in Q3 2025. 49 funds tracked by Wall St. Rank hold EVX as of Q1 2026.

SOA Wealth Advisors held 744 shares of VanEck Environmental Services ETF worth $28.8K as of Q1 2026.
SOA Wealth Advisors left its VanEck Environmental Services ETF share count unchanged in Q1 2026.
VanEck Environmental Services ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #447 holding.
SOA Wealth Advisors first reported a position in VanEck Environmental Services ETF in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's VanEck Environmental Services ETF position peaked at $28.9K in Q3 2025.
49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.