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UMB Bank’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

UMB Bank’s Portfolio SCZ Stock Details SCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.32M Sell
16,033
-2,222
-12% -$186K 0.02% 326
2026
Q1 		$1.43M Sell
18,255
-1,854
-9% -$151K 0.02% 309
2025
Q4 		$1.56M Sell
20,109
-3,449
-15% -$264K 0.02% 296
2025
Q3 		$1.81M Sell
23,558
-3,656
-13% -$274K 0.03% 255
2025
Q2 		$1.98M Sell
27,214
-5,393
-17% -$365K 0.03% 244
2025
Q1 		$2.07M Sell
32,607
-5,223
-14% -$330K 0.03% 228
2024
Q4 		$2.3M Sell
37,830
-18,491
-33% -$1.18M 0.04% 228
2024
Q3 		$3.81M Sell
56,321
-7,052
-11% -$454K 0.06% 183
2024
Q2 		$3.91M Sell
63,373
-3,956
-6% -$248K 0.06% 175
2024
Q1 		$4.26M Sell
67,329
-5,127
-7% -$314K 0.07% 171
2023
Q4 		$4.49M Sell
72,456
-6,637
-8% -$379K 0.07% 170
2023
Q3 		$4.47M Sell
79,093
-7,539
-9% -$445K 0.07% 174
2023
Q2 		$5.11M Sell
86,632
-7,994
-8% -$478K 0.08% 171
2023
Q1 		$5.63M Sell
94,626
-10,240
-10% -$608K 0.09% 165
2022
Q4 		$5.92M Sell
104,866
-19,160
-15% -$1.03M 0.09% 164
2022
Q3 		$6.05M Sell
124,026
-95,550
-44% -$5.24M 0.1% 158
2022
Q2 		$12M Sell
219,576
-37,243
-15% -$2.25M 0.19% 116
2022
Q1 		$17M Sell
256,819
-1,964
-0.8% -$133K 0.23% 98
2021
Q4 		$18.9M Sell
258,783
-13,230
-5% -$982K 0.24% 90
2021
Q3 		$20.2M Buy
272,013
+12,878
+5% +$980K 0.46% 55
2021
Q2 		$19.2M Sell
259,135
-4,046
-2% -$304K 0.44% 63
2021
Q1 		$18.9M Buy
263,181
+25,277
+11% +$1.79M 0.46% 56
2020
Q4 		$16.3M Sell
237,904
-90,352
-28% -$5.7M 0.44% 62
2020
Q3 		$17.6M Hold
328,256
– – 0.55% 51
2020
Q2 		$17.6M Sell
328,256
-62,903
-16% -$3.17M 0.55% 51
2020
Q1 		$17.5M Sell
391,159
-14,185
-3% -$788K 0.63% 46
2019
Q4 		$25.2M Buy
405,344
+20,098
+5% +$1.21M 0.7% 41
2019
Q3 		$22M Sell
385,246
-592
-0.2% -$33.5K 0.53% 47
2019
Q2 		$22.1M Buy
385,838
+2,186
+0.6% +$126K 0.54% 47
2019
Q1 		$22M Buy
383,652
+2,046
+0.5% +$115K 0.67% 46
2018
Q4 		$19.8M Buy
381,606
+37,072
+11% +$2.08M 0.6% 44
2018
Q3 		$21.5M Buy
344,534
+22,140
+7% +$1.38M 0.64% 49
2018
Q2 		$20.2M Buy
322,394
+20,798
+7% +$1.36M 0.64% 46
2018
Q1 		$19.7M Buy
301,596
+28,380
+10% +$1.87M 0.63% 48
2017
Q4 		$17.6M Buy
273,216
+31,438
+13% +$1.98M 0.57% 53
2017
Q3 		$15M Buy
241,778
+15,813
+7% +$946K 0.52% 56
2017
Q2 		$13.1M Sell
225,965
-9,974
-4% -$568K 0.46% 66
2017
Q1 		$12.8M Buy
235,939
+34,128
+17% +$1.79M 0.45% 67
2016
Q4 		$10.1M Buy
201,811
+30,112
+18% +$1.52M 0.37% 76
2016
Q3 		$9M Sell
171,699
-20,587
-11% -$1.04M 0.36% 69
2016
Q2 		$9.28M Buy
192,286
+7,221
+4% +$363K 0.39% 67
2016
Q1 		$9.22M Buy
185,065
+40,974
+28% +$1.93M 0.39% 66
2015
Q4 		$7.2M Buy
+144,091
New +$7.2M 0.31% 76

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UMB Bank's SCZ Position: Q2 2026 in Review

UMB Bank reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 12% in Q2 2026, selling an estimated $186K and leaving 16,033 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #326.

UMB Bank first reported a position in SCZ in Q4 2015 and has held it in 43 quarters since. The position peaked at $25.2M in Q4 2019. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • UMB Bank held 16,033 shares of iShares MSCI EAFE Small-Cap ETF worth $1.32M as of Q2 2026.
  • UMB Bank sold 2,222 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $186K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of UMB Bank's portfolio in Q2 2026, its #326 holding.
  • UMB Bank first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2015 and has held it in 43 quarters since.
  • UMB Bank's iShares MSCI EAFE Small-Cap ETF position peaked at $25.2M in Q4 2019.
  • 766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.