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First United Bank & Trust’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

First United Bank & Trust’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.51K Buy
+10
New +$2.1K ﹤0.01% 412
2024
Q1 		– Sell
-75
Closed -$11K – 437
2023
Q4 		$11K Buy
+75
New +$10.4K ﹤0.01% 340

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

First United Bank & Trust opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 10 shares worth $1.51K. The stake represents ﹤0.01% of the portfolio and ranks #412 among its holdings. This is a return to the name: First United Bank & Trust previously reported a position in QUAL as recently as Q4 2023.

First United Bank & Trust first reported a position in QUAL in Q4 2023 and has held it in 2 quarters since. The position peaked at $11K in Q4 2023. 516 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • First United Bank & Trust held 10 shares of iShares MSCI USA Quality Factor ETF worth $1.51K as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new First United Bank & Trust position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of First United Bank & Trust's portfolio in Q2 2026, its #412 holding.
  • First United Bank & Trust first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 2 quarters since.
  • First United Bank & Trust's iShares MSCI USA Quality Factor ETF position peaked at $11K in Q4 2023.
  • 516 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

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