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 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

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

UMB Bank's MXI Position: Q1 2026 in Review

UMB Bank reduced its iShares Global Materials ETF (MXI) stake by 2.6% in Q1 2026, selling an estimated $45.8K and leaving 15,820 shares worth $1.68M. 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 4 quarters since. 100 funds tracked by Wall St. Rank hold MXI as of Q1 2026.

UMB Bank held 15,820 shares of iShares Global Materials ETF worth $1.68M as of Q1 2026.
UMB Bank sold 428 iShares Global Materials ETF shares in Q1 2026, an estimated $45.8K.
iShares Global Materials ETF made up 0.02% of UMB Bank's portfolio in Q1 2026, its #290 holding.
UMB Bank first reported a position in iShares Global Materials ETF in Q1 2022 and has held it in 4 quarters since.
100 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.