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UMB Bank’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

UMB Bank’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.95M Sell
54,672
-664
-1% -$105K 0.11% 130
2026
Q1 		$7.83M Buy
55,336
+16,424
+42% +$2.43M 0.11% 137
2025
Q4 		$5.8M Buy
38,912
+27
+0.1% +$3.99K 0.08% 172
2025
Q3 		$5.66M Buy
38,885
+549
+1% +$76.9K 0.08% 156
2025
Q2 		$5.19M Buy
38,336
+8,511
+29% +$1.06M 0.08% 162
2025
Q1 		$3.64M Buy
29,825
+7,567
+34% +$974K 0.06% 181
2024
Q4 		$2.87M Buy
22,258
+4,428
+25% +$574K 0.05% 209
2024
Q3 		$2.25M Sell
17,830
-9,185
-34% -$1.12M 0.04% 228
2024
Q2 		$3.22M Buy
27,015
+21,953
+434% +$2.52M 0.05% 193
2024
Q1 		$582K Hold
5,062
– – 0.01% 391
2023
Q4 		$531K Hold
5,062
– – 0.01% 414
2023
Q3 		$475K Hold
5,062
– – 0.01% 413
2023
Q2 		$493K Sell
5,062
-7,640
-60% -$706K 0.01% 414
2023
Q1 		$1.15M Hold
12,702
– – 0.02% 312
2022
Q4 		$1.08M Hold
12,702
– – 0.02% 326
2022
Q3 		$1.01M Sell
12,702
-219
-2% -$19.4K 0.02% 337
2022
Q2 		$1.08M Buy
12,921
+219
+2% +$20K 0.02% 353
2022
Q1 		$1.29M Sell
12,702
-212
-2% -$21.2K 0.02% 351
2021
Q4 		$1.39M Buy
+12,914
New +$1.36M 0.02% 351

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank's ESGU Position: Q2 2026 in Review

UMB Bank reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.2% in Q2 2026, selling an estimated $105K and leaving 54,672 shares worth $8.95M. The position accounts for 0.11% of the portfolio, ranked #130.

UMB Bank first reported a position in ESGU in Q4 2021 and has held it in 19 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • UMB Bank held 54,672 shares of iShares ESG Aware MSCI USA ETF worth $8.95M as of Q2 2026.
  • UMB Bank sold 664 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $105K.
  • iShares ESG Aware MSCI USA ETF made up 0.11% of UMB Bank's portfolio in Q2 2026, its #130 holding.
  • UMB Bank first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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