UMB Bank’s iShares Global Financials ETF IXG Stock Holding History

UMB Bank’s Portfolio IXG Stock Details IXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,966	Closed	-$129K	–	1870
2022 Q2	$129K	Buy	1,966 +1,782	+968%	+$129K	﹤0.01%	702
2022 Q1	$15K	Buy	184 +151	+458%	+$12.2K	﹤0.01%	1353
2021 Q4	$3K	Buy	+33	New	+$2.67K	﹤0.01%	1743

Other funds holding IXG

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

GCA

Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return

UMB Bank's IXG Position: Q3 2022 in Review

UMB Bank sold out of iShares Global Financials ETF (IXG) in Q3 2022, closing a stake of 1,966 shares — an estimated $129K sold.

UMB Bank first reported a position in IXG in Q4 2021 and held it in 3 quarters. The position peaked at $129K in Q2 2022. 143 funds tracked by Wall St. Rank hold IXG as of Q3 2022.

UMB Bank reported no remaining iShares Global Financials ETF position as of Q3 2022 after selling out during the quarter.
UMB Bank sold 1,966 iShares Global Financials ETF shares in Q3 2022, an estimated $129K.
UMB Bank first reported a position in iShares Global Financials ETF in Q4 2021 and held it in 3 quarters.
UMB Bank's iShares Global Financials ETF position peaked at $129K in Q2 2022.
143 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2022.

Based on UMB Bank's 13F filing for Q3 2022, filed 13 Oct 2022.