UMB Bank
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UMB Bank’s iShares Global Materials ETF MXI Stock Holding History

UMB Bank’s Portfolio MXI Stock Details MXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.63M Sell
15,215
-572
-4% -$62.9K 0.02% 290
2026
Q2 		$1.67M Sell
15,787
-33
-0.2% -$3.65K 0.02% 293
2026
Q1 		$1.68M Sell
15,820
-428
-3% -$45.8K 0.02% 290
2025
Q4 		$1.57M Buy
+16,248
New +$1.51M 0.02% 293
2022
Q3 		– Sell
-1,641
Closed -$121K – 1897
2022
Q2 		$121K Buy
1,641
+1,575
+2,386% +$136K ﹤0.01% 717
2022
Q1 		$6K Buy
+66
New +$5.93K ﹤0.01% 1626

Other funds holding MXI

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Palladiem
Palladiem Bryn Mawr, Pennsylvania $102M AUM 10.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

UMB Bank's MXI Position: Q3 2026 in Review

UMB Bank reduced its iShares Global Materials ETF (MXI) stake by 3.6% in Q3 2026, selling an estimated $62.9K and leaving 15,215 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #290.

UMB Bank first reported a position in MXI in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.68M in Q1 2026. 61 funds tracked by Wall St. Rank hold MXI as of Q3 2026.

  • UMB Bank held 15,215 shares of iShares Global Materials ETF worth $1.63M as of Q3 2026.
  • UMB Bank sold 572 iShares Global Materials ETF shares in Q3 2026, an estimated $62.9K.
  • iShares Global Materials ETF made up 0.02% of UMB Bank's portfolio in Q3 2026, its #290 holding.
  • UMB Bank first reported a position in iShares Global Materials ETF in Q1 2022 and has held it in 6 quarters since.
  • UMB Bank's iShares Global Materials ETF position peaked at $1.68M in Q1 2026.
  • 61 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.