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UMB Bank’s iShares MSCI EAFE ETF EFA Stock Holding History

UMB Bank’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.4M Buy
158,981
+1,241
+0.8% +$124K 0.22% 86
2025
Q4 		$15.1M Buy
157,740
+728
+0.5% +$69K 0.2% 90
2025
Q3 		$14.7M Sell
157,012
-37
-0% -$3.36K 0.22% 84
2025
Q2 		$14M Sell
157,049
-2,034
-1% -$174K 0.22% 88
2025
Q1 		$13M Sell
159,083
-1,233
-0.8% -$99.4K 0.21% 91
2024
Q4 		$12.1M Sell
160,316
-10,775
-6% -$853K 0.19% 96
2024
Q3 		$14.3M Sell
171,091
-9,360
-5% -$753K 0.22% 88
2024
Q2 		$14.1M Sell
180,451
-8,781
-5% -$696K 0.23% 78
2024
Q1 		$15.1M Buy
189,232
+91
+0% +$6.96K 0.24% 80
2023
Q4 		$14.3M Buy
189,141
+894
+0.5% +$63.2K 0.21% 97
2023
Q3 		$13M Sell
188,247
-554
-0.3% -$39.7K 0.21% 105
2023
Q2 		$13.7M Sell
188,801
-7,173
-4% -$521K 0.21% 105
2023
Q1 		$14M Sell
195,974
-6,565
-3% -$459K 0.22% 100
2022
Q4 		$13.3M Sell
202,539
-19,723
-9% -$1.24M 0.21% 101
2022
Q3 		$12.4M Sell
222,262
-29,480
-12% -$1.84M 0.21% 107
2022
Q2 		$15.7M Sell
251,742
-3,417
-1% -$233K 0.24% 92
2022
Q1 		$18.8M Sell
255,159
-22,907
-8% -$1.71M 0.25% 93
2021
Q4 		$21.9M Sell
278,066
-1,746
-0.6% -$138K 0.28% 82
2021
Q3 		$21.8M Sell
279,812
-3,030
-1% -$242K 0.49% 50
2021
Q2 		$22.3M Buy
282,842
+4,097
+1% +$325K 0.51% 48
2021
Q1 		$21.1M Buy
278,745
+36,828
+15% +$2.77M 0.52% 47
2020
Q4 		$17.6M Sell
241,917
-64,398
-21% -$4.4M 0.48% 54
2020
Q3 		$18.6M Hold
306,315
– – 0.58% 46
2020
Q2 		$18.6M Sell
306,315
-195,484
-39% -$11.3M 0.58% 46
2020
Q1 		$26.8M Sell
501,799
-58,941
-11% -$3.74M 0.96% 29
2019
Q4 		$38.9M Sell
560,740
-6,674
-1% -$451K 1.07% 19
2019
Q3 		$37K Sell
567,414
-20,611
-4% -$1.33M 0.89% 20
2019
Q2 		$38.7K Sell
588,025
-45,780
-7% -$3M 0.95% 15
2019
Q1 		$41.1M Sell
633,805
-321,730
-34% -$20.3M 1.25% 15
2018
Q4 		$56.2K Sell
955,535
-114,699
-11% -$7.16M 1.71% 8
2018
Q3 		$72.8M Sell
1,070,234
-90,274
-8% -$6.1M 2.16% 6
2018
Q2 		$77.7M Sell
1,160,508
-110,142
-9% -$7.72M 2.47% 5
2018
Q1 		$88.5M Buy
1,270,650
+69,808
+6% +$4.98M 2.86% 4
2017
Q4 		$84.4M Buy
1,200,842
+79,599
+7% +$5.53M 2.75% 4
2017
Q3 		$76.8M Buy
1,121,243
+66,689
+6% +$4.46M 2.64% 4
2017
Q2 		$68.8M Sell
1,054,554
-14,433
-1% -$934K 2.41% 4
2017
Q1 		$66.6M Buy
1,068,987
+61,793
+6% +$3.74M 2.33% 5
2016
Q4 		$58.1M Sell
1,007,194
-34,977
-3% -$2.02M 2.14% 4
2016
Q3 		$61.6M Sell
1,042,171
-18,974
-2% -$1.1M 2.48% 4
2016
Q2 		$59.2M Sell
1,061,145
-106,065
-9% -$6.1M 2.49% 4
2016
Q1 		$66.7M Sell
1,167,210
-38,687
-3% -$2.13M 2.84% 4
2015
Q4 		$70.8M Buy
+1,205,897
New +$72.6M 3.08% 4

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UMB Bank's EFA Position: Q1 2026 in Review

UMB Bank increased its iShares MSCI EAFE ETF (EFA) stake by 0.79% in Q1 2026, buying an estimated $124K and bringing the position to 158,981 shares worth $15.4M. The position accounts for 0.22% of the portfolio, ranked #86.

UMB Bank first reported a position in EFA in Q4 2015 and has held it in 42 quarters since. The position peaked at $88.5M in Q1 2018. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • UMB Bank held 158,981 shares of iShares MSCI EAFE ETF worth $15.4M as of Q1 2026.
  • UMB Bank bought 1,241 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $124K.
  • iShares MSCI EAFE ETF made up 0.22% of UMB Bank's portfolio in Q1 2026, its #86 holding.
  • UMB Bank first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 42 quarters since.
  • UMB Bank's iShares MSCI EAFE ETF position peaked at $88.5M in Q1 2018.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.