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First United Bank & Trust’s iShares MSCI EAFE ETF EFA Stock Holding History

First United Bank & Trust’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.2K Hold
358
– – 0.01% 264
2026
Q1 		$34.8K Hold
358
– – 0.01% 261
2025
Q4 		$34.4K Sell
358
-525
-59% -$49.8K 0.01% 261
2025
Q3 		$82.4K Buy
883
+503
+132% +$45.7K 0.03% 200
2025
Q2 		$34K Sell
380
-150
-28% -$12.8K 0.01% 248
2025
Q1 		$43.3K Sell
530
-150
-22% -$12.1K 0.02% 241
2024
Q4 		$51.4K Sell
680
-24
-3% -$1.9K 0.02% 216
2024
Q3 		$58.9K Hold
704
– – 0.02% 215
2024
Q2 		$55.1K Hold
704
– – 0.02% 222
2024
Q1 		$56.2K Hold
704
– – 0.02% 226
2023
Q4 		$53K Buy
+704
New +$49.8K 0.02% 233
2020
Q1 		– Sell
-6,686
Closed -$464K – 120
2019
Q4 		$464K Buy
6,686
+95
+1% +$6.42K 0.27% 93
2019
Q3 		$430K Sell
6,591
-2,330
-26% -$150K 0.27% 91
2019
Q2 		$586K Sell
8,921
-3,825
-30% -$250K 0.35% 81
2019
Q1 		$827K Sell
12,746
-3,251
-20% -$205K 0.51% 66
2018
Q4 		$940K Sell
15,997
-3,930
-20% -$245K 0.66% 59
2018
Q3 		$1.35M Sell
19,927
-16,080
-45% -$1.09M 0.85% 50
2018
Q2 		$2.41M Sell
36,007
-3,986
-10% -$279K 1.6% 18
2018
Q1 		$2.79M Sell
39,993
-85
-0.2% -$6.06K 1.83% 10
2017
Q4 		$2.82M Sell
40,078
-3,100
-7% -$216K 1.84% 12
2017
Q3 		$2.96M Sell
43,178
-5,440
-11% -$364K 1.98% 10
2017
Q2 		$3.17M Buy
48,618
+2,391
+5% +$155K 2.15% 6
2017
Q1 		$2.88M Buy
46,227
+2,355
+5% +$142K 2.02% 8
2016
Q4 		$2.53M Buy
43,872
+391
+0.9% +$22.5K 1.91% 10
2016
Q3 		$2.57M Buy
43,481
+1,328
+3% +$77K 2.13% 8
2016
Q2 		$2.35M Buy
42,153
+2,325
+6% +$134K 2.04% 13
2016
Q1 		$2.28M Buy
39,828
+15,455
+63% +$852K 2.09% 13
2015
Q4 		$1.43M Buy
24,373
+8,740
+56% +$526K 1.29% 27
2015
Q3 		$896K Buy
15,633
+4,335
+38% +$268K 0.87% 39
2015
Q2 		$717K Buy
11,298
+4,195
+59% +$279K 0.65% 57
2015
Q1 		$456K Buy
7,103
+495
+7% +$31.2K 0.41% 69
2014
Q4 		$402K Sell
6,608
-85
-1% -$5.31K 0.39% 73
2014
Q3 		$429K Buy
6,693
+1,405
+27% +$93.7K 0.44% 71
2014
Q2 		$361K Buy
5,288
+175
+3% +$12K 0.38% 72
2014
Q1 		$344K Buy
5,113
+1,578
+45% +$104K 0.37% 72
2013
Q4 		$237K Buy
+3,535
New +$231K 0.26% 75

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

First United Bank & Trust's EFA Position: Q2 2026 in Review

First United Bank & Trust held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 358 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #264.

First United Bank & Trust first reported a position in EFA in Q4 2013 and has held it in 36 quarters since. The position peaked at $3.17M in Q2 2017. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • First United Bank & Trust held 358 shares of iShares MSCI EAFE ETF worth $37.2K as of Q2 2026.
  • First United Bank & Trust left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #264 holding.
  • First United Bank & Trust first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 36 quarters since.
  • First United Bank & Trust's iShares MSCI EAFE ETF position peaked at $3.17M in Q2 2017.
  • 806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.