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First International Bank & Trust’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

First International Bank & Trust’s Portfolio AESR Stock Details AESR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$14.7M Sell
715,906
-30,390
-4% -$598K 5.12% 6
2025
Q2 		$14.1M Sell
746,296
-253,563
-25% -$4.38M 4.92% 6
2025
Q1 		$16.5M Sell
999,859
-57,889
-5% -$1.01M 5.21% 6
2024
Q4 		$18.3M Sell
1,057,748
-17,107
-2% -$299K 5.92% 7
2024
Q3 		$18.3M Sell
1,074,855
-42,011
-4% -$689K 5.85% 6
2024
Q2 		$18.3M Sell
1,116,866
-32,672
-3% -$509K 6.29% 6
2024
Q1 		$17.9M Sell
1,149,538
-718,874
-38% -$10.6M 6.18% 6
2023
Q4 		$25.8M Sell
1,868,412
-1,864,543
-50% -$23.8M 10.09% 3
2023
Q3 		$45.6M Sell
3,732,955
-478,986
-11% -$6.11M 16.42% 2
2023
Q2 		$53.8M Buy
4,211,941
+95,978
+2% +$1.17M 17.15% 2
2023
Q1 		$49.5M Sell
4,115,963
-36,855
-0.9% -$430K 16.39% 2
2022
Q4 		$47.5M Buy
4,152,818
+84,462
+2% +$968K 16.19% 2
2022
Q3 		$42.9M Buy
4,068,356
+74,895
+2% +$868K 16.14% 2
2022
Q2 		$44.3M Buy
3,993,461
+348,974
+10% +$4.22M 16.23% 2
2022
Q1 		$49M Buy
3,644,487
+124,672
+4% +$1.64M 16.67% 2
2021
Q4 		$49.2M Buy
+3,519,815
New +$50.5M 17.26% 2

Other funds holding AESR

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

First International Bank & Trust's AESR Position: Q3 2025 in Review

First International Bank & Trust reduced its Anfield US Equity Sector Rotation ETF (AESR) stake by 4.1% in Q3 2025, selling an estimated $598K and leaving 715,906 shares worth $14.7M. The position accounts for 5.12% of the portfolio, ranked #6.

First International Bank & Trust first reported a position in AESR in Q4 2021 and has held it in 16 quarters since. The position peaked at $53.8M in Q2 2023. 21 funds tracked by Wall St. Rank hold AESR as of Q3 2025.

  • First International Bank & Trust held 715,906 shares of Anfield US Equity Sector Rotation ETF worth $14.7M as of Q3 2025.
  • First International Bank & Trust sold 30,390 Anfield US Equity Sector Rotation ETF shares in Q3 2025, an estimated $598K.
  • Anfield US Equity Sector Rotation ETF made up 5.12% of First International Bank & Trust's portfolio in Q3 2025, its #6 holding.
  • First International Bank & Trust first reported a position in Anfield US Equity Sector Rotation ETF in Q4 2021 and has held it in 16 quarters since.
  • First International Bank & Trust's Anfield US Equity Sector Rotation ETF position peaked at $53.8M in Q2 2023.
  • 21 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q3 2025.

Based on First International Bank & Trust's 13F filing for Q3 2025, filed 7 Oct 2025.