FineMark National Bank & Trust’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

FineMark National Bank & Trust’s Portfolio EEM Stock Details EEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$18.3M	Sell	335,288 -4,335	-1%	-$236K	0.57%	45
2025 Q3	$18.1M	Sell	339,623 -22,426	-6%	-$1.13M	0.59%	42
2025 Q2	$17.5M	Sell	362,049 -14,710	-4%	-$661K	0.59%	43
2025 Q1	$16.5M	Sell	376,759 -10,844	-3%	-$471K	0.6%	47
2024 Q4	$16.2M	Buy	387,603 +1,788	+0.5%	+$79.2K	0.57%	52
2024 Q3	$17.7M	Buy	385,815 +3,056	+0.8%	+$132K	0.62%	43
2024 Q2	$16.3M	Buy	382,759 +4,617	+1%	+$194K	0.6%	47
2024 Q1	$15.5M	Buy	378,142 +24,683	+7%	+$982K	0.58%	46
2023 Q4	$14.2M	Buy	353,459 +21,790	+7%	+$841K	0.58%	44
2023 Q3	$12.6M	Buy	331,669 +28,225	+9%	+$1.12M	0.55%	45
2023 Q2	$12M	Buy	303,444 +15,142	+5%	+$595K	0.49%	49
2023 Q1	$11.4M	Sell	288,302 -26,024	-8%	-$1.03M	0.49%	55
2022 Q4	$11.9M	Buy	314,326 +62,359	+25%	+$2.3M	0.54%	47
2022 Q3	$8.79M	Buy	251,967 +51,442	+26%	+$2.01M	0.42%	61
2022 Q2	$8.04M	Buy	200,525 +9,813	+5%	+$412K	0.36%	71
2022 Q1	$8.61M	Sell	190,712 -2,475	-1%	-$117K	0.34%	73
2021 Q4	$9.44M	Buy	193,187 +50,778	+36%	+$2.55M	0.36%	64
2021 Q3	$7.17M	Buy	142,409 +5,869	+4%	+$306K	0.3%	78
2021 Q2	$7.53M	Buy	136,540 +1,138	+0.8%	+$61.8K	0.31%	78
2021 Q1	$7.22M	Buy	135,402 +3,962	+3%	+$217K	0.31%	75
2020 Q4	$6.79M	Sell	131,440 -10,612	-7%	-$510K	0.3%	70
2020 Q3	$6.26M	Sell	142,052 -6,603	-4%	-$290K	0.3%	70
2020 Q2	$5.95M	Sell	148,655 -49,926	-25%	-$1.87M	0.33%	71
2020 Q1	$6.78M	Sell	198,581 -14,882	-7%	-$611K	0.43%	63
2019 Q4	$9.58M	Sell	213,463 -3,049	-1%	-$131K	0.48%	56
2019 Q3	$8.85M	Sell	216,512 -26,238	-11%	-$1.08M	0.47%	55
2019 Q2	$10.4M	Buy	242,750 +25,454	+12%	+$1.08M	0.58%	45
2019 Q1	$9.33M	Sell	217,296 -42,817	-16%	-$1.8M	0.54%	45
2018 Q4	$10.2M	Buy	260,113 +41,590	+19%	+$1.67M	0.69%	33
2018 Q3	$9.38M	Sell	218,523 -8,890	-4%	-$384K	0.57%	41
2018 Q2	$9.85M	Buy	227,413 +37,230	+20%	+$1.72M	0.6%	35
2018 Q1	$9.18M	Buy	190,183 +8,398	+5%	+$412K	0.58%	40
2017 Q4	$8.57M	Buy	181,785 +1,451	+0.8%	+$67.1K	0.54%	41
2017 Q3	$8.08M	Buy	180,334 +9,116	+5%	+$401K	0.54%	41
2017 Q2	$7.09M	Buy	171,218 +40,356	+31%	+$1.64M	0.51%	44
2017 Q1	$5.16M	Buy	130,862 +39,307	+43%	+$1.49M	0.38%	69
2016 Q4	$3.21M	Buy	91,555 +7,394	+9%	+$267K	0.26%	95
2016 Q3	$3.15M	Buy	84,161 +7,009	+9%	+$256K	0.34%	87
2016 Q2	$2.65M	Buy	77,152 +3,266	+4%	+$110K	0.3%	87
2016 Q1	$2.53M	Sell	73,886 -6,017	-8%	-$186K	0.3%	87
2015 Q4	$2.57M	Sell	79,903 -10,076	-11%	-$345K	0.31%	83
2015 Q3	$2.95M	Sell	89,979 -10,045	-10%	-$355K	0.4%	70
2015 Q2	$3.96M	Buy	100,024 +17,533	+21%	+$733K	0.52%	57
2015 Q1	$3.31M	Buy	82,491 +209	+0.3%	+$8.31K	0.45%	66
2014 Q4	$3.23M	Buy	82,282 +4,133	+5%	+$168K	0.48%	56
2014 Q3	$3.25M	Buy	78,149 +1,779	+2%	+$78.7K	0.52%	49
2014 Q2	$3.3M	Buy	76,370 +6,839	+10%	+$290K	0.56%	42
2014 Q1	$2.85M	Buy	69,531 +528	+0.8%	+$20.7K	0.53%	43
2013 Q4	$2.88M	Buy	69,003 +9,610	+16%	+$402K	0.6%	38
2013 Q3	$2.42M	Buy	59,393 +2,343	+4%	+$92.8K	0.6%	36
2013 Q2	$2.22M	Buy	+57,050	New	+$2.37M	0.67%	36

Other funds holding EEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

FineMark National Bank & Trust's EEM Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.3% in Q4 2025, selling an estimated $236K and leaving 335,288 shares worth $18.3M. The position accounts for 0.57% of the portfolio, ranked #45.

FineMark National Bank & Trust first reported a position in EEM in Q2 2013 and has held it in 51 quarters since. 1,524 funds tracked by Wall St. Rank hold EEM as of Q4 2025.

FineMark National Bank & Trust held 335,288 shares of iShares MSCI Emerging Markets ETF worth $18.3M as of Q4 2025.
FineMark National Bank & Trust sold 4,335 iShares MSCI Emerging Markets ETF shares in Q4 2025, an estimated $236K.
iShares MSCI Emerging Markets ETF made up 0.57% of FineMark National Bank & Trust's portfolio in Q4 2025, its #45 holding.
FineMark National Bank & Trust first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 51 quarters since.
1,524 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.