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UMB Bank’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

UMB Bank’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-41
Closed -$2K – 2017
2022
Q1 		$2K Buy
+41
New +$1.5K ﹤0.01% 1847

Other funds holding SMMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UMB Bank's SMMV Position: Q2 2022 in Review

UMB Bank sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2022, closing a stake of 41 shares — an estimated $2K sold.

UMB Bank first reported a position in SMMV in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 121 funds tracked by Wall St. Rank hold SMMV as of Q2 2022.

  • UMB Bank reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • UMB Bank sold 41 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2022, an estimated $2K.
  • UMB Bank first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2022 and held it in 1 quarter.
  • UMB Bank's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $2K in Q1 2022.
  • 121 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2022.

Based on UMB Bank's 13F filing for Q2 2022, filed 20 Jul 2022.