First United Bank & Trust’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

First United Bank & Trust’s Portfolio XJH Stock Details XJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$136K	Sell	3,000 -30	-1%	-$1.41K	0.04%	169
2025 Q4	$135K	Sell	3,030 -3,650	-55%	-$161K	0.04%	166
2025 Q3	$293K	Buy	6,680 +755	+13%	+$32.5K	0.1%	133
2025 Q2	$246K	Sell	5,925 -3,805	-39%	-$150K	0.09%	137
2025 Q1	$380K	Sell	9,730 -8,405	-46%	-$350K	0.14%	105
2024 Q4	$759K	Sell	18,135 -975	-5%	-$42.2K	0.28%	77
2024 Q3	$808K	Buy	19,110 +3,360	+21%	+$137K	0.29%	76
2024 Q2	$623K	Buy	15,750 +3,185	+25%	+$126K	0.23%	92
2024 Q1	$516K	Sell	12,565 -100	-0.8%	-$3.85K	0.19%	101
2023 Q4	$478K	Buy	12,665 +4,600	+57%	+$158K	0.19%	103
2023 Q3	$273K	Sell	8,065 -275	-3%	-$9.79K	0.13%	122
2023 Q2	$297K	Buy	8,340 +825	+11%	+$27.8K	0.13%	121
2023 Q1	$255K	Buy	7,515 +895	+14%	+$31K	0.12%	133
2022 Q4	$217K	Buy	+6,620	New	+$217K	0.11%	139

Other funds holding XJH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

First United Bank & Trust's XJH Position: Q1 2026 in Review

First United Bank & Trust reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.99% in Q1 2026, selling an estimated $1.41K and leaving 3,000 shares worth $136K. The position accounts for 0.04% of the portfolio, ranked #169.

First United Bank & Trust first reported a position in XJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $808K in Q3 2024. 179 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

First United Bank & Trust held 3,000 shares of iShares ESG Screened S&P Mid-Cap ETF worth $136K as of Q1 2026.
First United Bank & Trust sold 30 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.41K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.04% of First United Bank & Trust's portfolio in Q1 2026, its #169 holding.
First United Bank & Trust first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
First United Bank & Trust's iShares ESG Screened S&P Mid-Cap ETF position peaked at $808K in Q3 2024.
179 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on First United Bank & Trust's 13F filing for Q1 2026, filed 21 Apr 2026.