EI
FM

Ellevest Inc’s iShares Frontier and Select EM ETF FM Stock Holding History

Ellevest Inc’s Portfolio FM Stock Details FM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-19,572
Closed -$531K – 446
2024
Q4 		$531K Buy
19,572
+261
+1% +$7.18K 0.03% 185
2024
Q3 		$532K Buy
19,311
+759
+4% +$21K 0.03% 201
2024
Q2 		$509K Hold
18,552
– – 0.03% 202
2024
Q1 		$532K Buy
18,552
+438
+2% +$11.8K 0.03% 186
2023
Q4 		$476K Sell
18,114
-1
-0% -$26 0.03% 188
2023
Q3 		$470K Buy
18,115
+501
+3% +$13.5K 0.04% 166
2023
Q2 		$456K Buy
17,614
+221
+1% +$5.61K 0.03% 170
2023
Q1 		$445K Hold
17,393
– – 0.03% 157
2022
Q4 		$443K Buy
17,393
+882
+5% +$21.9K 0.04% 145
2022
Q3 		$402K Hold
16,511
– – 0.04% 125
2022
Q2 		$443K Hold
16,511
– – 0.04% 118
2022
Q1 		$537K Hold
16,511
– – 0.05% 106
2021
Q4 		$570K Hold
16,511
– – 0.05% 89
2021
Q3 		$560K Hold
16,511
– – 0.05% 83
2021
Q2 		$548K Buy
16,511
+437
+3% +$13.9K 0.05% 81
2021
Q1 		$474K Buy
16,074
+89
+0.6% +$2.62K 0.06% 83
2020
Q4 		$453K Buy
15,985
+427
+3% +$11.7K 0.07% 71
2020
Q3 		$398K Hold
15,558
– – 0.07% 76
2020
Q2 		$377K Buy
15,558
+460
+3% +$10.5K 0.08% 69
2020
Q1 		$322K Hold
15,098
– – 0.09% 58
2019
Q4 		$458K Buy
15,098
+77
+0.5% +$2.23K 0.13% 33
2019
Q3 		$423K Hold
15,021
– – 0.15% 32
2019
Q2 		$445K Buy
15,021
+394
+3% +$11.4K 0.18% 32
2019
Q1 		$416K Buy
14,627
+228
+2% +$6.43K 0.2% 29
2018
Q4 		$377K Buy
+14,399
New +$393K 0.19% 44

Other funds holding FM

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Ellevest Inc's FM Position: Q1 2025 in Review

Ellevest Inc sold out of iShares Frontier and Select EM ETF (FM) in Q1 2025, closing a stake of 19,572 shares — an estimated $531K sold.

Ellevest Inc first reported a position in FM in Q4 2018 and held it in 25 quarters. The position peaked at $570K in Q4 2021. 1 fund tracked by Wall St. Rank holds FM as of Q1 2025.

  • Ellevest Inc reported no remaining iShares Frontier and Select EM ETF position as of Q1 2025 after selling out during the quarter.
  • Ellevest Inc sold 19,572 iShares Frontier and Select EM ETF shares in Q1 2025, an estimated $531K.
  • Ellevest Inc first reported a position in iShares Frontier and Select EM ETF in Q4 2018 and held it in 25 quarters.
  • Ellevest Inc's iShares Frontier and Select EM ETF position peaked at $570K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2025.

Based on Ellevest Inc's 13F filing for Q1 2025, filed 14 May 2025.