UMB Bank’s iShares US Consumer Discretionary ETF IYC Stock Holding History

UMB Bank’s Portfolio IYC Stock Details IYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-344	Closed	-$20K	–	1748
2022 Q4	$20K	Hold	344	–	–	﹤0.01%	1107
2022 Q3	$20K	Hold	344	–	–	﹤0.01%	1110
2022 Q2	$20K	Hold	344	–	–	﹤0.01%	1180
2022 Q1	$26K	Buy	+344	New	+$25.9K	﹤0.01%	1167

Other funds holding IYC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

UMB Bank's IYC Position: Q1 2023 in Review

UMB Bank sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2023, closing a stake of 344 shares — an estimated $20K sold.

UMB Bank first reported a position in IYC in Q1 2022 and held it in 4 quarters. The position peaked at $26K in Q1 2022. 182 funds tracked by Wall St. Rank hold IYC as of Q1 2023.

UMB Bank reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2023 after selling out during the quarter.
UMB Bank sold 344 iShares US Consumer Discretionary ETF shares in Q1 2023, an estimated $20K.
UMB Bank first reported a position in iShares US Consumer Discretionary ETF in Q1 2022 and held it in 4 quarters.
UMB Bank's iShares US Consumer Discretionary ETF position peaked at $26K in Q1 2022.
182 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2023.

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