UB
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UMB Bank’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

UMB Bank’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.8M Sell
271,262
-10,661
-4% -$1.29M 0.43% 56
2026
Q1 		$31.4M Sell
281,923
-7,741
-3% -$910K 0.44% 53
2025
Q4 		$33M Buy
289,664
+286,813
+10,060% +$32.9M 0.44% 51
2025
Q3 		$325K Sell
2,851
-257
-8% -$28.6K ﹤0.01% 515
2025
Q2 		$348K Sell
3,108
-228
-7% -$24.1K 0.01% 479
2025
Q1 		$334K Sell
3,336
-433
-11% -$44.1K 0.01% 476
2024
Q4 		$365K Sell
3,769
-91
-2% -$9.25K 0.01% 455
2024
Q3 		$416K Buy
3,860
+54
+1% +$5.6K 0.01% 427
2024
Q2 		$389K Sell
3,806
-273
-7% -$27.9K 0.01% 431
2024
Q1 		$423K Sell
4,079
-450
-10% -$44.8K 0.01% 436
2023
Q4 		$439K Sell
4,529
-41
-0.9% -$3.67K 0.01% 434
2023
Q3 		$394K Sell
4,570
-223
-5% -$20.6K 0.01% 435
2023
Q2 		$457K Buy
4,793
+753
+19% +$71.6K 0.01% 421
2023
Q1 		$378K Buy
4,040
+35
+0.9% +$3.15K 0.01% 452
2022
Q4 		$335K Sell
4,005
-95
-2% -$7.68K 0.01% 479
2022
Q3 		$297K Sell
4,100
-17
-0.4% -$1.39K 0.01% 511
2022
Q2 		$331K Buy
4,117
+32
+0.8% +$2.78K 0.01% 529
2022
Q1 		$393K Sell
4,085
-94
-2% -$9.24K 0.01% 516
2021
Q4 		$461K Buy
+4,179
New +$458K 0.01% 490

Other funds holding EFG

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

UMB Bank's EFG Position: Q2 2026 in Review

UMB Bank reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3.8% in Q2 2026, selling an estimated $1.29M and leaving 271,262 shares worth $33.8M. The position accounts for 0.43% of the portfolio, ranked #56.

UMB Bank first reported a position in EFG in Q4 2021 and has held it in 19 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • UMB Bank held 271,262 shares of iShares MSCI EAFE Growth ETF worth $33.8M as of Q2 2026.
  • UMB Bank sold 10,661 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.29M.
  • iShares MSCI EAFE Growth ETF made up 0.43% of UMB Bank's portfolio in Q2 2026, its #56 holding.
  • UMB Bank first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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