Ownership history in Ellevest, Inc. · 29 quarters on record
This page tracks every 13F SEC filing in which Ellevest, Inc. reported a position in ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 80,713 | +5,034 | +6.7% | 1.07% | $7.8M | $95.47 |
| 2025 Q3 | ADDED | 75,679 | +3,133 | +4.3% | 1.03% | $7.2M | $92.86 |
| 2025 Q2 | REDUCED | 72,546 | -31,369 | -30.2% | 1.07% | $6.7M | $89.21 |
| 2025 Q1 | REDUCED | 103,915 | -1,681 | -1.6% | 0.63% | $9.4M | $86.09 |
As of 2025 Q4 — sorted by position size