UMB Bank’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

UMB Bank’s Portfolio IDRV Stock Details IDRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-21	Closed	-$1K	–	1743
2022 Q4	$1K	Buy	+21	New	+$756	﹤0.01%	1627

Other funds holding IDRV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

UMB Bank's IDRV Position: Q1 2023 in Review

UMB Bank sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2023, closing a stake of 21 shares — an estimated $1K sold.

UMB Bank first reported a position in IDRV in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 118 funds tracked by Wall St. Rank hold IDRV as of Q1 2023.

UMB Bank reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2023 after selling out during the quarter.
UMB Bank sold 21 iShares Self-Driving EV and Tech ETF shares in Q1 2023, an estimated $1K.
UMB Bank first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2022 and held it in 1 quarter.
UMB Bank's iShares Self-Driving EV and Tech ETF position peaked at $1K in Q4 2022.
118 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2023.

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