UMB Bank’s iShare MSCI Eurozone ETF EZU Stock Holding History

UMB Bank’s Portfolio EZU Stock Details EZU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-289	Closed	-$11K	–	1733
2022 Q4	$11K	Buy	+289	New	+$10.8K	﹤0.01%	1271

Other funds holding EZU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWM

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

UMB Bank's EZU Position: Q1 2023 in Review

UMB Bank sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2023, closing a stake of 289 shares — an estimated $11K sold.

UMB Bank first reported a position in EZU in Q4 2022 and held it in 1 quarter. The position peaked at $11K in Q4 2022. 245 funds tracked by Wall St. Rank hold EZU as of Q1 2023.

UMB Bank reported no remaining iShare MSCI Eurozone ETF position as of Q1 2023 after selling out during the quarter.
UMB Bank sold 289 iShare MSCI Eurozone ETF shares in Q1 2023, an estimated $11K.
UMB Bank first reported a position in iShare MSCI Eurozone ETF in Q4 2022 and held it in 1 quarter.
UMB Bank's iShare MSCI Eurozone ETF position peaked at $11K in Q4 2022.
245 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2023.

Based on UMB Bank's 13F filing for Q1 2023, filed 11 Apr 2023.