Ellevest Inc’s Caledonia Mining Corp CMCL Stock Holding History

Ellevest Inc’s Portfolio CMCL Stock Details CMCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9,030	Closed	-$204K	–	477
2026 Q1	$204K	Sell	9,030 -394	-4%	-$11K	0.03%	414
2025 Q4	$247K	Sell	9,424 -675	-7%	-$19.8K	0.03%	365
2025 Q3	$366K	Buy	+10,099	New	+$257K	0.05%	289
2025 Q1	–	Sell	-11,397	Closed	-$107K	–	411
2024 Q4	$107K	Sell	11,397 -3,413	-23%	-$43.6K	0.01%	402
2024 Q3	$222K	Buy	14,810 +3,081	+26%	+$37.3K	0.01%	389
2024 Q2	$114K	Buy	+11,729	New	+$121K	0.01%	394
2024 Q1	–	Sell	-13,726	Closed	-$167K	–	406
2023 Q4	$167K	Buy	+13,726	New	+$159K	0.01%	368
2021 Q4	–	Sell	-285	Closed	-$3K	–	1455
2021 Q3	$3K	Sell	285 -128	-31%	-$1.55K	﹤0.01%	1052
2021 Q2	$5K	Buy	413 +46	+13%	+$647	﹤0.01%	887
2021 Q1	$5K	Buy	+367	New	+$5.65K	﹤0.01%	896

Other funds holding CMCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ellevest Inc's CMCL Position: Q2 2026 in Review

Ellevest Inc sold out of Caledonia Mining Corp (CMCL) in Q2 2026, closing a stake of 9,030 shares — an estimated $204K sold.

Ellevest Inc first reported a position in CMCL in Q1 2021 and held it in 10 quarters. The position peaked at $366K in Q3 2025. 133 funds tracked by Wall St. Rank hold CMCL as of Q2 2026.

Ellevest Inc reported no remaining Caledonia Mining Corp position as of Q2 2026 after selling out during the quarter.
Ellevest Inc sold 9,030 Caledonia Mining Corp shares in Q2 2026, an estimated $204K.
Ellevest Inc first reported a position in Caledonia Mining Corp in Q1 2021 and held it in 10 quarters.
Ellevest Inc's Caledonia Mining Corp position peaked at $366K in Q3 2025.
133 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.