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UMB Bank’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

UMB Bank’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.66M Buy
30,384
+2,302
+8% +$209K 0.03% 240
2026
Q1 		$2.57M Buy
28,082
+4,059
+17% +$367K 0.04% 242
2025
Q4 		$2.07M Sell
24,023
-413
-2% -$35.3K 0.03% 266
2025
Q3 		$2.07M Sell
24,436
-1,709
-7% -$144K 0.03% 241
2025
Q2 		$2.2M Sell
26,145
-139
-0.5% -$11.4K 0.03% 233
2025
Q1 		$2.05M Buy
26,284
+4,654
+22% +$347K 0.03% 230
2024
Q4 		$1.53M Sell
21,630
-44
-0.2% -$3.24K 0.02% 267
2024
Q3 		$1.66M Sell
21,674
-157
-0.7% -$11.6K 0.03% 264
2024
Q2 		$1.51M Sell
21,831
-3,345
-13% -$235K 0.02% 270
2024
Q1 		$1.78M Buy
25,176
+45
+0.2% +$3.13K 0.03% 258
2023
Q4 		$1.74M Buy
25,131
+1,614
+7% +$107K 0.03% 265
2023
Q3 		$1.53M Sell
23,517
-27,035
-53% -$1.82M 0.02% 276
2023
Q2 		$3.41M Sell
50,552
-4,395
-8% -$303K 0.05% 197
2023
Q1 		$3.72M Sell
54,947
-3,476
-6% -$229K 0.06% 194
2022
Q4 		$3.71M Sell
58,423
-44,320
-43% -$2.71M 0.06% 195
2022
Q3 		$5.86M Sell
102,743
-16,076
-14% -$1.01M 0.1% 162
2022
Q2 		$7.52M Buy
118,819
+695
+0.6% +$46.7K 0.12% 157
2022
Q1 		$8.52M Buy
118,124
+3,514
+3% +$255K 0.11% 163
2021
Q4 		$8.8M Buy
+114,610
New +$8.74M 0.11% 167

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

UMB Bank's EFAV Position: Q2 2026 in Review

UMB Bank increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 8.2% in Q2 2026, buying an estimated $209K and bringing the position to 30,384 shares worth $2.66M. The position accounts for 0.03% of the portfolio, ranked #240.

UMB Bank first reported a position in EFAV in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.8M in Q4 2021. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • UMB Bank held 30,384 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.66M as of Q2 2026.
  • UMB Bank bought 2,302 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $209K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of UMB Bank's portfolio in Q2 2026, its #240 holding.
  • UMB Bank first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's iShares MSCI EAFE Min Vol Factor ETF position peaked at $8.8M in Q4 2021.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.