FineMark National Bank & Trust EEM — ISHARES TR MSCI EMERG COM

Ownership history in FineMark National Bank & Trust  ·  54 quarters on record

AI Ownership Summary

FineMark National Bank & Trust reported ISHARES TR MSCI EMERG COM (EEM) in 54 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.62% in 2024 Q3. The latest visible filing shows EEM at 0.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FineMark National Bank & Trust's position in ISHARES TR MSCI EMERG COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EEM was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EEM stock page FineMark National Bank & Trust fund profile FineMark National Bank & Trust full holdings
How FineMark National Bank & Trust held EEM — position size vs. price
% of Fund (quarterly)    EEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 335,288 -4,335 -1.3% 0.57% $18.3M 2026-02-14 (Est.) $60.80
2025 Q3 REDUCED 6.2% +3.8% ❌ 339,623 -22,426 -6.2% 0.59% $18.1M 2025-11-12 $54.51
2025 Q2 REDUCED — — — 362,049 -14,710 -3.9% 0.59% $17.5M 2025-08-11 $48.35
2025 Q1 REDUCED — — — 376,759 -10,844 -2.8% 0.60% $16.5M 2025-05-13 $44.64
2024 Q4 ADDED — — — 387,603 +1,788 +0.5% 0.57% $16.2M 2025-02-11 $42.30
2024 Q3 ADDED — — — 385,815 +3,056 +0.8% 0.62% $17.7M 2024-11-13 $41.26
2024 Q2 ADDED — — — 382,759 +4,617 +1.2% 0.60% $16.3M 2024-08-02 $39.74
2024 Q1 ADDED — — — 378,142 +24,683 +7.0% 0.58% $15.5M 2024-05-14 $40.84
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EEM

As of 2026 Q2 — sorted by position size

Finley Financial, LLC 6.19% LWM ADVISORS INC 5.13% COREPATH WEALTH PARTNERS LLC 3Y 4.85% Israel Discount Bank of New York 3Y 7Y 4.07% Ryan Investment Management, Inc. 3.5% Baron Financial Group, LLC 3Y 3.06% OFS Enterprise LLC 1.8% Sincerus Advisory, LLC 1.77% Dominguez Wealth Management Solutions, Inc. 3Y 1.75% Fluent Financial, LLC 3Y 7Y 1.65%

FAQ About FineMark National Bank & Trust and EEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has FineMark National Bank & Trust reported owning EEM?

FineMark National Bank & Trust reported EEM across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported EEM position in FineMark National Bank & Trust's portfolio?

The largest reported portfolio weight for EEM was 0.62% in 2024 Q3.

What is the latest reported EEM position on this page?

The most recent filing on this page is 2025 Q4, when FineMark National Bank & Trust reported 335,288 shares, equal to 0.57% of portfolio, with an estimated market value of $18.3M.

What does the chart on this EEM ownership page compare?

The chart compares FineMark National Bank & Trust's quarterly EEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FineMark National Bank & Trust time their EEM position?

Based on 13F filing dates vs. subsequent EEM price moves, FineMark National Bank & Trust correctly timed 23 out of 52 reported position changes (44%). The annualised alpha on EEM relative to SPY over the holding period was +22.3%.

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