TF
FM

Tompkins Financial’s iShares Frontier and Select EM ETF FM Stock Holding History

Tompkins Financial’s Portfolio FM Stock Details FM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-59
Closed -$1.55K – 717
2023
Q4 		$1.55K Buy
+59
New +$1.53K ﹤0.01% 600

Other funds holding FM

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $318M AUM 16.52% 1-Year Est. Return
DFA
DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Tompkins Financial's FM Position: Q1 2024 in Review

Tompkins Financial sold out of iShares Frontier and Select EM ETF (FM) in Q1 2024, closing a stake of 59 shares — an estimated $1.55K sold.

Tompkins Financial first reported a position in FM in Q4 2023 and held it in 1 quarter. The position peaked at $1.55K in Q4 2023. 103 funds tracked by Wall St. Rank hold FM as of Q1 2024.

  • Tompkins Financial reported no remaining iShares Frontier and Select EM ETF position as of Q1 2024 after selling out during the quarter.
  • Tompkins Financial sold 59 iShares Frontier and Select EM ETF shares in Q1 2024, an estimated $1.55K.
  • Tompkins Financial first reported a position in iShares Frontier and Select EM ETF in Q4 2023 and held it in 1 quarter.
  • Tompkins Financial's iShares Frontier and Select EM ETF position peaked at $1.55K in Q4 2023.
  • 103 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2024.

Based on Tompkins Financial's 13F filing for Q1 2024, filed 8 Apr 2024.