James T. Borello RIA’s VanEck Environmental Services ETF EVX Stock Holding History

James T. Borello RIA’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
2025 Q1	–	Sell	-215	Closed	-$7.37K	–	223
2024 Q4	$7.37K	Hold	215	–	–	﹤0.01%	148
2024 Q3	$7.76K	Hold	215	–	–	﹤0.01%	136
2024 Q2	$7.33K	Hold	215	–	–	﹤0.01%	126
2024 Q1	$7.2K	Hold	215	–	–	﹤0.01%	126
2023 Q4	$6.55K	Buy	+215	New	+$6.18K	0.01%	106

Other funds holding EVX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWM

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

CMMS

Comprehensive Money Management Services Coral Gables, Florida $159M AUM 18.94% 1-Year Est. Return

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

James T. Borello RIA's EVX Position: Q1 2025 in Review

James T. Borello RIA sold out of VanEck Environmental Services ETF (EVX) in Q1 2025, closing a stake of 215 shares — an estimated $7.37K sold.

James T. Borello RIA first reported a position in EVX in Q4 2023 and held it in 5 quarters. The position peaked at $7.76K in Q3 2024. 50 funds tracked by Wall St. Rank hold EVX as of Q1 2025.

James T. Borello RIA reported no remaining VanEck Environmental Services ETF position as of Q1 2025 after selling out during the quarter.
James T. Borello RIA sold 215 VanEck Environmental Services ETF shares in Q1 2025, an estimated $7.37K.
James T. Borello RIA first reported a position in VanEck Environmental Services ETF in Q4 2023 and held it in 5 quarters.
James T. Borello RIA's VanEck Environmental Services ETF position peaked at $7.76K in Q3 2024.
50 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2025.

Based on James T. Borello RIA's 13F filing for Q1 2025, filed 16 Oct 2026.