UMB Bank’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

UMB Bank’s Portfolio ESGE Stock Details ESGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$683K	Buy	12,481 +370	+3%	+$19.3K	0.01%	426
2026 Q1	$551K	Buy	12,111 +1,712	+16%	+$80.9K	0.01%	456
2025 Q4	$459K	Sell	10,399 -322	-3%	-$14.2K	0.01%	487
2025 Q3	$466K	Buy	10,721 +149	+1%	+$6.08K	0.01%	442
2025 Q2	$414K	Buy	10,572 +1,433	+16%	+$51.9K	0.01%	445
2025 Q1	$319K	Sell	9,139 -2,020	-18%	-$70.3K	0.01%	481
2024 Q4	$373K	Sell	11,159 -24	-0.2%	-$847	0.01%	451
2024 Q3	$407K	Buy	11,183 +1,183	+12%	+$40.4K	0.01%	430
2024 Q2	$335K	Buy	+10,000	New	+$329K	0.01%	457
2023 Q2	–	Sell	-10,919	Closed	-$344K	–	1702
2023 Q1	$344K	Hold	10,919	–	–	0.01%	466
2022 Q4	$328K	Hold	10,919	–	–	0.01%	482
2022 Q3	$302K	Hold	10,919	–	–	0.01%	506
2022 Q2	$353K	Hold	10,919	–	–	0.01%	520
2022 Q1	$401K	Sell	10,919 -79	-0.7%	-$3.03K	0.01%	512
2021 Q4	$437K	Buy	+10,998	New	+$453K	0.01%	503

Other funds holding ESGE

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

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

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

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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UMB Bank's ESGE Position: Q2 2026 in Review

UMB Bank increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 3.1% in Q2 2026, buying an estimated $19.3K and bringing the position to 12,481 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #426.

UMB Bank first reported a position in ESGE in Q4 2021 and has held it in 15 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

UMB Bank held 12,481 shares of iShares ESG Aware MSCI EM ETF worth $683K as of Q2 2026.
UMB Bank bought 370 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $19.3K.
iShares ESG Aware MSCI EM ETF made up 0.01% of UMB Bank's portfolio in Q2 2026, its #426 holding.
UMB Bank first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 15 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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