Ellevest Inc’s Eve Holding EVEX Stock Holding History

Ellevest Inc’s Portfolio EVEX Stock Details EVEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10,736	Closed	-$26.6K	–	481
2026 Q1	$26.6K	Buy	+10,736	New	+$36.7K	﹤0.01%	431

Other funds holding EVEX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

FSC

Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

UAH

United Airlines Holdings Chicago, Illinois $385M AUM

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

Ellevest Inc's EVEX Position: Q2 2026 in Review

Ellevest Inc sold out of Eve Holding (EVEX) in Q2 2026, closing a stake of 10,736 shares — an estimated $26.6K sold.

Ellevest Inc first reported a position in EVEX in Q1 2026 and held it in 1 quarter. The position peaked at $26.6K in Q1 2026. 150 funds tracked by Wall St. Rank hold EVEX as of Q2 2026.

Ellevest Inc reported no remaining Eve Holding position as of Q2 2026 after selling out during the quarter.
Ellevest Inc sold 10,736 Eve Holding shares in Q2 2026, an estimated $26.6K.
Ellevest Inc first reported a position in Eve Holding in Q1 2026 and held it in 1 quarter.
Ellevest Inc's Eve Holding position peaked at $26.6K in Q1 2026.
150 funds tracked by Wall St. Rank held Eve Holding as of Q2 2026.

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