TIAM2
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Tru Independence Asset Management 2’s VanEck Environmental Services ETF EVX Stock Holding History

Tru Independence Asset Management 2’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
2021
Q1 		– Sell
-930
Closed -$22K – 208
2020
Q4 		$22K Buy
+930
New +$20.7K 0.02% 246

Other funds holding EVX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Tru Independence Asset Management 2's EVX Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of VanEck Environmental Services ETF (EVX) in Q1 2021, closing a stake of 930 shares — an estimated $22K sold.

Tru Independence Asset Management 2 first reported a position in EVX in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 25 funds tracked by Wall St. Rank hold EVX as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining VanEck Environmental Services ETF position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 930 VanEck Environmental Services ETF shares in Q1 2021, an estimated $22K.
  • Tru Independence Asset Management 2 first reported a position in VanEck Environmental Services ETF in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's VanEck Environmental Services ETF position peaked at $22K in Q4 2020.
  • 25 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.