UB
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UMB Bank’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

UMB Bank’s Portfolio FNDE Stock Details FNDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-181
Closed -$5K – 1936
2022
Q1 		$5K Hold
181
– – ﹤0.01% 1653
2021
Q4 		$6K Buy
+181
New +$5.79K ﹤0.01% 1584

Other funds holding FNDE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

UMB Bank's FNDE Position: Q2 2022 in Review

UMB Bank sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2022, closing a stake of 181 shares — an estimated $5K sold.

UMB Bank first reported a position in FNDE in Q4 2021 and held it in 2 quarters. The position peaked at $6K in Q4 2021. 247 funds tracked by Wall St. Rank hold FNDE as of Q2 2022.

  • UMB Bank reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2022 after selling out during the quarter.
  • UMB Bank sold 181 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2022, an estimated $5K.
  • UMB Bank first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2021 and held it in 2 quarters.
  • UMB Bank's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $6K in Q4 2021.
  • 247 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2022.

Based on UMB Bank's 13F filing for Q2 2022, filed 20 Jul 2022.