First Western Trust Bank’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

First Western Trust Bank’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
2026 Q2	$45.2M	Buy	660,248 +66,105	+11%	+$4.32M	2.2%	9
2026 Q1	$33.7M	Buy	594,143 +194,958	+49%	+$11.5M	1.7%	9
2025 Q4	$21.8M	Buy	399,185 +395,346	+10,298%	+$21.5M	1.07%	10
2025 Q3	$205K	Buy	+3,839	New	+$193K	0.01%	186
2023 Q3	–	Sell	-5,162	Closed	-$204K	–	177
2023 Q2	$204K	Sell	5,162 -120	-2%	-$4.72K	0.01%	184
2023 Q1	$208K	Hold	5,282	–	–	0.01%	183
2022 Q4	$200K	Buy	+5,282	New	+$195K	0.01%	181
2022 Q3	–	Sell	-6,352	Closed	-$256K	–	169
2022 Q2	$256K	Hold	6,352	–	–	0.02%	152
2022 Q1	$291K	Buy	+6,352	New	+$300K	0.02%	157

Other funds holding EEM

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

First Western Trust Bank's EEM Position: Q2 2026 in Review

First Western Trust Bank increased its iShares MSCI Emerging Markets ETF (EEM) stake by 11% in Q2 2026, buying an estimated $4.32M and bringing the position to 660,248 shares worth $45.2M. The position accounts for 2.2% of the portfolio, ranked #9.

First Western Trust Bank first reported a position in EEM in Q1 2022 and has held it in 9 quarters since. 725 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

First Western Trust Bank held 660,248 shares of iShares MSCI Emerging Markets ETF worth $45.2M as of Q2 2026.
First Western Trust Bank bought 66,105 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $4.32M.
iShares MSCI Emerging Markets ETF made up 2.2% of First Western Trust Bank's portfolio in Q2 2026, its #9 holding.
First Western Trust Bank first reported a position in iShares MSCI Emerging Markets ETF in Q1 2022 and has held it in 9 quarters since.
725 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.