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UMB Bank’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

UMB Bank’s Portfolio ISCF Stock Details ISCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,173
Closed -$35K – 1747
2022
Q4 		$35K Hold
1,173
– – ﹤0.01% 943
2022
Q3 		$31K Sell
1,173
-812
-41% -$23.7K ﹤0.01% 982
2022
Q2 		$57K Hold
1,985
– – ﹤0.01% 876
2022
Q1 		$68K Hold
1,985
– – ﹤0.01% 876
2021
Q4 		$72K Buy
+1,985
New +$72.6K ﹤0.01% 882

Other funds holding ISCF

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

UMB Bank's ISCF Position: Q1 2023 in Review

UMB Bank sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q1 2023, closing a stake of 1,173 shares — an estimated $35K sold.

UMB Bank first reported a position in ISCF in Q4 2021 and held it in 5 quarters. The position peaked at $72K in Q4 2021. 83 funds tracked by Wall St. Rank hold ISCF as of Q1 2023.

  • UMB Bank reported no remaining iShares International Small Cap Equity Factor ETF position as of Q1 2023 after selling out during the quarter.
  • UMB Bank sold 1,173 iShares International Small Cap Equity Factor ETF shares in Q1 2023, an estimated $35K.
  • UMB Bank first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2021 and held it in 5 quarters.
  • UMB Bank's iShares International Small Cap Equity Factor ETF position peaked at $72K in Q4 2021.
  • 83 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2023.

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