Ellevest Inc’s iShares Semiconductor ETF SOXX Stock Holding History

Ellevest Inc’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-300	Closed	-$23.8K	–	1277
2019 Q4	$25K	Buy	+300	New	+$23.1K	0.01%	374

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ellevest Inc's SOXX Position: Q1 2020 in Review

Ellevest Inc sold out of iShares Semiconductor ETF (SOXX) in Q1 2020, closing a stake of 300 shares — an estimated $23.8K sold.

Ellevest Inc first reported a position in SOXX in Q4 2019 and held it in 1 quarter. The position peaked at $25K in Q4 2019. 221 funds tracked by Wall St. Rank hold SOXX as of Q1 2020.

Ellevest Inc reported no remaining iShares Semiconductor ETF position as of Q1 2020 after selling out during the quarter.
Ellevest Inc sold 300 iShares Semiconductor ETF shares in Q1 2020, an estimated $23.8K.
Ellevest Inc first reported a position in iShares Semiconductor ETF in Q4 2019 and held it in 1 quarter.
Ellevest Inc's iShares Semiconductor ETF position peaked at $25K in Q4 2019.
221 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2020.

Based on Ellevest Inc's 13F filing for Q1 2020, filed 13 Apr 2020.