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First United Bank & Trust’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

First United Bank & Trust’s Portfolio ESG Stock Details ESG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.04M Sell
17,299
-1,631
-9% -$275K 0.87% 29
2026
Q1 		$2.87M Sell
18,930
-7,220
-28% -$1.14M 0.93% 27
2025
Q4 		$4.14M Sell
26,150
-1,235
-5% -$193K 1.32% 24
2025
Q3 		$4.22M Sell
27,385
-1,091
-4% -$163K 1.37% 20
2025
Q2 		$4.18M Sell
28,476
-1,159
-4% -$158K 1.46% 19
2025
Q1 		$3.98M Sell
29,635
-5,185
-15% -$726K 1.49% 17
2024
Q4 		$4.8M Sell
34,820
-3,301
-9% -$458K 1.74% 10
2024
Q3 		$5.18M Sell
38,121
-2,295
-6% -$300K 1.86% 10
2024
Q2 		$5.18M Sell
40,416
-534
-1% -$66.6K 1.93% 8
2024
Q1 		$5.18M Sell
40,950
-1,760
-4% -$213K 1.92% 8
2023
Q4 		$4.96M Buy
42,710
+2,357
+6% +$257K 1.98% 8
2023
Q3 		$4.25M Sell
40,353
-390
-1% -$42.5K 1.98% 8
2023
Q2 		$4.4M Buy
40,743
+94
+0.2% +$9.6K 1.96% 8
2023
Q1 		$4.04M Sell
40,649
-8,144
-17% -$786K 1.89% 8
2022
Q4 		$4.48M Sell
48,793
-3,892
-7% -$360K 2.19% 8
2022
Q3 		$4.53M Sell
52,685
-632
-1% -$60K 2.28% 8
2022
Q2 		$4.78M Buy
53,317
+1,297
+2% +$128K 2.2% 8
2022
Q1 		$5.7M Buy
52,020
+336
+0.7% +$36.4K 2.24% 8
2021
Q4 		$6M Buy
51,684
+4,505
+10% +$507K 2.22% 9
2021
Q3 		$4.98M Buy
47,179
+2,065
+5% +$223K 2.03% 11
2021
Q2 		$4.74M Sell
45,114
-1,335
-3% -$136K 1.98% 12
2021
Q1 		$4.52M Buy
46,449
+2,820
+6% +$267K 1.93% 10
2020
Q4 		$3.99M Buy
43,629
+5
+0% +$431 1.93% 9
2020
Q3 		$3.55M Buy
43,624
+6,920
+19% +$556K 1.99% 11
2020
Q2 		$2.75M Buy
36,704
+25,504
+228% +$1.8M 1.62% 13
2020
Q1 		$660K Buy
+11,200
New +$818K 0.47% 70

Other funds holding ESG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

First United Bank & Trust reduced its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 8.6% in Q2 2026, selling an estimated $275K and leaving 17,299 shares worth $3.04M. The position accounts for 0.87% of the portfolio, ranked #29.

First United Bank & Trust first reported a position in ESG in Q1 2020 and has held it in 26 quarters since. The position peaked at $6M in Q4 2021. 28 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

  • First United Bank & Trust held 17,299 shares of FlexShares STOXX US ESG Select Index Fund worth $3.04M as of Q2 2026.
  • First United Bank & Trust sold 1,631 FlexShares STOXX US ESG Select Index Fund shares in Q2 2026, an estimated $275K.
  • FlexShares STOXX US ESG Select Index Fund made up 0.87% of First United Bank & Trust's portfolio in Q2 2026, its #29 holding.
  • First United Bank & Trust first reported a position in FlexShares STOXX US ESG Select Index Fund in Q1 2020 and has held it in 26 quarters since.
  • First United Bank & Trust's FlexShares STOXX US ESG Select Index Fund position peaked at $6M in Q4 2021.
  • 28 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q2 2026.

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