FUBT
IEFA icon

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

First United Bank & Trust’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.2M Buy
105,428
+3,421
+3% +$329K 2.93% 7
2026
Q1 		$9.23M Buy
102,007
+22,610
+28% +$2.11M 3% 7
2025
Q4 		$7.1M Buy
79,397
+13,961
+21% +$1.23M 2.27% 8
2025
Q3 		$5.71M Buy
65,436
+4,290
+7% +$365K 1.85% 10
2025
Q2 		$5.1M Buy
61,146
+9,024
+17% +$716K 1.78% 11
2025
Q1 		$3.94M Buy
52,122
+3,468
+7% +$259K 1.47% 18
2024
Q4 		$3.42M Sell
48,654
-647
-1% -$47.7K 1.24% 23
2024
Q3 		$3.85M Sell
49,301
-225
-0.5% -$16.8K 1.38% 21
2024
Q2 		$3.6M Sell
49,526
-1,834
-4% -$135K 1.34% 20
2024
Q1 		$3.81M Buy
51,360
+309
+0.6% +$22K 1.41% 17
2023
Q4 		$3.59M Sell
51,051
-3,994
-7% -$263K 1.43% 13
2023
Q3 		$3.54M Sell
55,045
-675
-1% -$45.2K 1.65% 10
2023
Q2 		$3.76M Sell
55,720
-199
-0.4% -$13.5K 1.67% 11
2023
Q1 		$3.74M Buy
55,919
+759
+1% +$49.8K 1.75% 11
2022
Q4 		$3.4M Sell
55,160
-977
-2% -$57.5K 1.66% 13
2022
Q3 		$2.96M Sell
56,137
-4,562
-8% -$268K 1.49% 15
2022
Q2 		$3.57M Sell
60,699
-2,174
-3% -$139K 1.64% 14
2022
Q1 		$4.37M Buy
62,873
+9,166
+17% +$648K 1.72% 13
2021
Q4 		$4.01M Buy
53,707
+10,140
+23% +$762K 1.48% 14
2021
Q3 		$3.23M Buy
43,567
+4,118
+10% +$313K 1.32% 18
2021
Q2 		$2.95M Buy
39,449
+447
+1% +$33.7K 1.24% 23
2021
Q1 		$2.81M Buy
39,002
+3,480
+10% +$249K 1.2% 25
2020
Q4 		$2.45M Buy
35,522
+6,124
+21% +$396K 1.19% 23
2020
Q3 		$1.77M Sell
29,398
-10,419
-26% -$628K 0.99% 34
2020
Q2 		$2.27M Sell
39,817
-1,876
-4% -$102K 1.35% 18
2020
Q1 		$2.08M Buy
41,693
+16,221
+64% +$965K 1.49% 18
2019
Q4 		$1.66M Buy
25,472
+3,256
+15% +$207K 0.96% 39
2019
Q3 		$1.36M Buy
22,216
+223
+1% +$13.5K 0.85% 46
2019
Q2 		$1.35M Buy
21,993
+504
+2% +$30.9K 0.8% 49
2019
Q1 		$1.31M Sell
21,489
-1,017
-5% -$60K 0.81% 49
2018
Q4 		$1.24M Buy
22,506
+4,428
+24% +$260K 0.87% 47
2018
Q3 		$1.16M Buy
18,078
+454
+3% +$28.9K 0.73% 55
2018
Q2 		$1.12M Buy
17,624
+2,130
+14% +$141K 0.74% 55
2018
Q1 		$1.02M Buy
15,494
+4,437
+40% +$298K 0.67% 58
2017
Q4 		$731K Buy
11,057
+5,474
+98% +$357K 0.48% 66
2017
Q3 		$358K Buy
+5,583
New +$349K 0.24% 91

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

First United Bank & Trust increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.4% in Q2 2026, buying an estimated $329K and bringing the position to 105,428 shares worth $10.2M. The position accounts for 2.93% of the portfolio, ranked #7.

First United Bank & Trust first reported a position in IEFA in Q3 2017 and has held it in 36 quarters since. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • First United Bank & Trust held 105,428 shares of iShares Core MSCI EAFE ETF worth $10.2M as of Q2 2026.
  • First United Bank & Trust bought 3,421 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $329K.
  • iShares Core MSCI EAFE ETF made up 2.93% of First United Bank & Trust's portfolio in Q2 2026, its #7 holding.
  • First United Bank & Trust first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 36 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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