EI
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Ellevest Inc’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Ellevest Inc’s Portfolio ESML Stock Details ESML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,286
Closed -$88K – 1306
2021
Q1 		$88K Hold
2,286
– – 0.01% 360
2020
Q4 		$78K Buy
2,286
+8
+0.4% +$246 0.01% 362
2020
Q3 		$60K Buy
2,278
+8
+0.4% +$212 0.01% 344
2020
Q2 		$57K Buy
+2,270
New +$52.3K 0.01% 341
2020
Q1 		– Sell
-1,317
Closed -$38K – 1142
2019
Q4 		$38K Buy
+1,317
New +$36.4K 0.01% 254

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