UB
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UMB Bank’s iShares Morningstar Growth ETF ILCG Stock Holding History

UMB Bank’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$105K Hold
898
– – ﹤0.01% 1014
2026
Q1 		$85.7K Hold
898
– – ﹤0.01% 1035
2025
Q4 		$93.4K Sell
898
-950
-51% -$99.2K ﹤0.01% 985
2025
Q3 		$193K Buy
1,848
+950
+106% +$95.4K ﹤0.01% 627
2025
Q2 		$87K Hold
898
– – ﹤0.01% 890
2025
Q1 		$72.7K Hold
898
– – ﹤0.01% 897
2024
Q4 		$80.5K Sell
898
-79
-8% -$6.99K ﹤0.01% 758
2024
Q3 		$82.1K Hold
977
– – ﹤0.01% 741
2024
Q2 		$79.5K Hold
977
– – ﹤0.01% 739
2024
Q1 		$73.7K Hold
977
– – ﹤0.01% 765
2023
Q4 		$66.3K Buy
+977
New +$61.8K ﹤0.01% 787

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UMB Bank's ILCG Position: Q2 2026 in Review

UMB Bank held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 898 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

UMB Bank first reported a position in ILCG in Q4 2023 and has held it in 11 quarters since. The position peaked at $193K in Q3 2025. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • UMB Bank held 898 shares of iShares Morningstar Growth ETF worth $105K as of Q2 2026.
  • UMB Bank left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Growth ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1014 holding.
  • UMB Bank first reported a position in iShares Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • UMB Bank's iShares Morningstar Growth ETF position peaked at $193K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

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