UMB Bank’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

UMB Bank’s Portfolio EPP Stock Details EPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-48	Closed	-$2K	–	1809
2022 Q2	$2K	Hold	48	–	–	﹤0.01%	1729
2022 Q1	$2K	Buy	+48	New	+$2.27K	﹤0.01%	1810

Other funds holding EPP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UMB Bank's EPP Position: Q3 2022 in Review

UMB Bank sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q3 2022, closing a stake of 48 shares — an estimated $2K sold.

UMB Bank first reported a position in EPP in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 192 funds tracked by Wall St. Rank hold EPP as of Q3 2022.

UMB Bank reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q3 2022 after selling out during the quarter.
UMB Bank sold 48 iShares MSCI Pacific ex Japan ETF shares in Q3 2022, an estimated $2K.
UMB Bank first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2022 and held it in 2 quarters.
UMB Bank's iShares MSCI Pacific ex Japan ETF position peaked at $2K in Q2 2022.
192 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2022.

Based on UMB Bank's 13F filing for Q3 2022, filed 13 Oct 2022.