FIRST UNITED BANK & TRUST ESG — FLEXSHARES STOXX US ESG IMPACT INDEX

Ownership history in FIRST UNITED BANK & TRUST  ·  26 quarters on record

AI Ownership Summary

FIRST UNITED BANK & TRUST reported FLEXSHARES STOXX US ESG IMPACT INDEX (ESG) in 26 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.93% in 2024 Q2. The latest visible filing shows ESG at 0.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ESG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST UNITED BANK & TRUST's position in FLEXSHARES STOXX US ESG IMPACT INDEX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ESG was reported at 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.93% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ESG stock page FIRST UNITED BANK & TRUST fund profile FIRST UNITED BANK & TRUST full holdings
How FIRST UNITED BANK & TRUST held ESG — position size vs. price
% of Fund (quarterly)    ESG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 17,299 -1,631 -8.6% 0.87% $3.0M 2026-07-20 $173.68
2026 Q1 REDUCED 27.6% +15.7% ❌ 18,930 -7,220 -27.6% 0.93% $2.9M 2026-04-21 $162.34
2025 Q4 REDUCED — — — 26,150 -1,235 -4.5% 1.32% $4.1M 2026-01-21 $158.06
2025 Q3 REDUCED — — — 27,385 -1,091 -3.8% 1.37% $4.2M 2025-10-27 $156.72
2025 Q2 REDUCED — — — 28,476 -1,159 -3.9% 1.46% $4.2M 2025-07-18 $146.05
2025 Q1 REDUCED 14.9% +9.6% ❌ 29,635 -5,185 -14.9% 1.49% $4.0M 2025-04-15 $126.88
2024 Q4 REDUCED 8.7% -2.3% ✅ 34,820 -3,301 -8.7% 1.74% $4.8M 2025-01-16 $137.79
2024 Q3 REDUCED 5.7% +2.2% ❌ 38,121 -2,295 -5.7% 1.86% $5.2M 2024-10-15 $134.28
2024 Q2 REDUCED — — — 40,416 -534 -1.3% 1.93% $5.2M 2024-08-12 $123.27
2024 Q1 REDUCED — — — 40,950 -1,760 -4.1% 1.92% $5.2M 2024-04-29 $119.48
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ESG

As of 2026 Q2 — sorted by position size

Gilbert Capital Group, Inc. 0.53% RVW Wealth, LLC 3Y 7Y 0.19% Dynamic Advisor Solutions LLC 3Y 7Y 0.01% Wealth Enhancement Trust Services, Inc. 0.01% TOMPKINS FINANCIAL CORP 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About FIRST UNITED BANK & TRUST and ESG

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST UNITED BANK & TRUST reported owning ESG?

FIRST UNITED BANK & TRUST reported ESG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ESG position in FIRST UNITED BANK & TRUST's portfolio?

The largest reported portfolio weight for ESG was 1.93% in 2024 Q2.

What is the latest reported ESG position on this page?

The most recent filing on this page is 2026 Q2, when FIRST UNITED BANK & TRUST reported 17,299 shares, equal to 0.87% of portfolio, with an estimated market value of $3.0M.

What does the chart on this ESG ownership page compare?

The chart compares FIRST UNITED BANK & TRUST's quarterly ESG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FIRST UNITED BANK & TRUST time their ESG position?

Based on 13F filing dates vs. subsequent ESG price moves, FIRST UNITED BANK & TRUST correctly timed 9 out of 25 reported position changes (36%). The annualised alpha on ESG relative to SPY over the holding period was -0.8%.

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