UMB Bank’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

UMB Bank’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$58.4K	Hold	568	–	–	﹤0.01%	1260
2026 Q1	$54.3K	Hold	568	–	–	﹤0.01%	1233
2025 Q4	$54K	Hold	568	–	–	﹤0.01%	1221
2025 Q3	$52.8K	Hold	568	–	–	﹤0.01%	1136
2025 Q2	$50.7K	Hold	568	–	–	﹤0.01%	1113
2025 Q1	$46.4K	Hold	568	–	–	﹤0.01%	1084
2024 Q4	$43.2K	Buy	+568	New	+$45.2K	﹤0.01%	971
2023 Q2	–	Sell	-14,810	Closed	-$1.06M	–	1701
2023 Q1	$1.06M	Hold	14,810	–	–	0.02%	324
2022 Q4	$974K	Hold	14,810	–	–	0.02%	339
2022 Q3	$831K	Sell	14,810 -455	-3%	-$28.5K	0.01%	367
2022 Q2	$958K	Hold	15,265	–	–	0.01%	375
2022 Q1	$1.13M	Hold	15,265	–	–	0.01%	369
2021 Q4	$1.21M	Buy	+15,265	New	+$1.22M	0.02%	370

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UMB Bank's ESGD Position: Q2 2026 in Review

UMB Bank held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 568 shares worth $58.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

UMB Bank first reported a position in ESGD in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.21M in Q4 2021. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

UMB Bank held 568 shares of iShares ESG Aware MSCI EAFE ETF worth $58.4K as of Q2 2026.
UMB Bank left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1260 holding.
UMB Bank first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 13 quarters since.
UMB Bank's iShares ESG Aware MSCI EAFE ETF position peaked at $1.21M in Q4 2021.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

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