Tompkins Financial’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Tompkins Financial’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	$36.9K	Hold	539	–	–	﹤0.01%	359
2026 Q1	$30.6K	Hold	539	–	–	﹤0.01%	358
2025 Q4	$29.5K	Hold	539	–	–	﹤0.01%	344
2025 Q3	$28.8K	Hold	539	–	–	﹤0.01%	362
2025 Q2	$26K	Buy	+539	New	+$24.2K	﹤0.01%	366
2024 Q1	–	Sell	-198	Closed	-$7.96K	–	652
2023 Q4	$7.96K	Buy	+198	New	+$7.64K	﹤0.01%	509
2023 Q2	–	Sell	-4,897	Closed	-$193K	–	610
2023 Q1	$193K	Hold	4,897	–	–	0.03%	180
2022 Q4	$186K	Sell	4,897 -5,012	-51%	-$185K	0.03%	183
2022 Q3	$346K	Sell	9,909 -5,100	-34%	-$199K	0.06%	134
2022 Q2	$602K	Hold	15,009	–	–	0.1%	111
2022 Q1	$677K	Buy	15,009 +5,012	+50%	+$237K	0.1%	110
2021 Q4	$488K	Hold	9,997	–	–	0.09%	96
2021 Q3	$504K	Buy	+9,997	New	+$520K	0.09%	93
2021 Q1	$1.38M	Hold	25,820	–	–	0.23%	70
2020 Q4	$1.33M	Sell	25,820 -844	-3%	-$40.6K	0.24%	67
2020 Q3	$1.18M	Sell	26,664 -6	-0%	-$263	0.23%	71
2020 Q2	$1.07M	Buy	26,670 +550	+2%	+$20.6K	0.22%	71
2020 Q1	$891K	Sell	26,120 -105	-0.4%	-$4.31K	0.21%	72
2019 Q4	$1.18M	Hold	26,225	–	–	0.22%	74
2019 Q3	$1.07M	Sell	26,225 -3,720	-12%	-$154K	0.22%	73
2019 Q2	$1.28M	Hold	29,945	–	–	0.26%	69
2019 Q1	$1.28M	Sell	29,945 -60	-0.2%	-$2.52K	0.24%	72
2018 Q4	$1.17M	Hold	30,005	–	–	0.26%	74
2018 Q3	$1.29M	Hold	30,005	–	–	0.26%	73
2018 Q2	$1.3M	Sell	30,005 -1,250	-4%	-$57.9K	0.28%	69
2018 Q1	$1.51M	Buy	31,255 +10,125	+48%	+$496K	0.34%	66
2017 Q4	$995K	Hold	21,130	–	–	0.23%	77
2017 Q3	$947K	Hold	21,130	–	–	0.22%	79
2017 Q2	$874K	Sell	21,130 -155	-0.7%	-$6.31K	0.22%	79
2017 Q1	$838K	Sell	21,285 -2,710	-11%	-$103K	0.21%	79
2016 Q4	$840K	Sell	23,995 -20	-0.1%	-$721	0.22%	76
2016 Q3	$899K	Hold	24,015	–	–	0.26%	73
2016 Q2	$825K	Hold	24,015	–	–	0.24%	77
2016 Q1	$823K	Sell	24,015 -990	-4%	-$30.7K	0.26%	78
2015 Q4	$805K	Hold	25,005	–	–	0.26%	85
2015 Q3	$819K	Hold	25,005	–	–	0.26%	78
2015 Q2	$990K	Hold	25,005	–	–	0.27%	72
2015 Q1	$1M	Sell	25,005 -350	-1%	-$13.9K	0.25%	76
2014 Q4	$996K	Sell	25,355 -825	-3%	-$33.5K	0.25%	80
2014 Q3	$1.09M	Sell	26,180 -100	-0.4%	-$4.42K	0.29%	80
2014 Q2	$1.14M	Sell	26,280 -525	-2%	-$22.3K	0.28%	74
2014 Q1	$1.1M	Sell	26,805 -667	-2%	-$26.2K	0.28%	78
2013 Q4	$1.15M	Buy	27,472 +873	+3%	+$36.6K	0.3%	72
2013 Q3	$1.08M	Sell	26,599 -10,956	-29%	-$434K	0.3%	71
2013 Q2	$1.45M	Buy	+37,555	New	+$1.56M	0.44%	51

Other funds holding EEM

HWG Holdings Houston, Texas $440M AUM 52.68% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return