UMB Bank’s iShares US Industrials ETF IYJ Stock Holding History

UMB Bank’s Portfolio IYJ Stock Details IYJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-208	Closed	-$20K	–	1749
2022 Q4	$20K	Hold	208	–	–	﹤0.01%	1108
2022 Q3	$17K	Hold	208	–	–	﹤0.01%	1151
2022 Q2	$18K	Hold	208	–	–	﹤0.01%	1211
2022 Q1	$22K	Buy	+208	New	+$22K	﹤0.01%	1216

Other funds holding IYJ

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UMB Bank's IYJ Position: Q1 2023 in Review

UMB Bank sold out of iShares US Industrials ETF (IYJ) in Q1 2023, closing a stake of 208 shares — an estimated $20K sold.

UMB Bank first reported a position in IYJ in Q1 2022 and held it in 4 quarters. The position peaked at $22K in Q1 2022. 253 funds tracked by Wall St. Rank hold IYJ as of Q1 2023.

UMB Bank reported no remaining iShares US Industrials ETF position as of Q1 2023 after selling out during the quarter.
UMB Bank sold 208 iShares US Industrials ETF shares in Q1 2023, an estimated $20K.
UMB Bank first reported a position in iShares US Industrials ETF in Q1 2022 and held it in 4 quarters.
UMB Bank's iShares US Industrials ETF position peaked at $22K in Q1 2022.
253 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2023.

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