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

WCG 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
2022 Q4	–	Sell	-36,890	Closed	-$1.05M	–	192
2022 Q3	$1.05M	Sell	36,890 -2,240	-6%	-$63.2K	0.14%	119
2022 Q2	$1.02M	Buy	+39,130	New	+$1.1M	0.14%	117

Other funds holding EVX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

SWM

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

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

WCG Wealth Advisors's EVX Position: Q4 2022 in Review

WCG Wealth Advisors sold out of VanEck Environmental Services ETF (EVX) in Q4 2022, closing a stake of 36,890 shares — an estimated $1.05M sold.

WCG Wealth Advisors first reported a position in EVX in Q2 2022 and held it in 2 quarters. The position peaked at $1.05M in Q3 2022. 44 funds tracked by Wall St. Rank hold EVX as of Q4 2022.

WCG Wealth Advisors reported no remaining VanEck Environmental Services ETF position as of Q4 2022 after selling out during the quarter.
WCG Wealth Advisors sold 36,890 VanEck Environmental Services ETF shares in Q4 2022, an estimated $1.05M.
WCG Wealth Advisors first reported a position in VanEck Environmental Services ETF in Q2 2022 and held it in 2 quarters.
WCG Wealth Advisors's VanEck Environmental Services ETF position peaked at $1.05M in Q3 2022.
44 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.