UMB Bank’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

UMB Bank’s Portfolio SUSC Stock Details SUSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$596K	Hold	25,729	–	–	0.01%	454
2026 Q1	$595K	Hold	25,729	–	–	0.01%	439
2025 Q4	$602K	Hold	25,729	–	–	0.01%	440
2025 Q3	$606K	Hold	25,729	–	–	0.01%	397
2025 Q2	$598K	Hold	25,729	–	–	0.01%	394
2025 Q1	$593K	Hold	25,729	–	–	0.01%	389
2024 Q4	$585K	Sell	25,729 -17,377	-40%	-$402K	0.01%	389
2024 Q3	$1.03M	Hold	43,106	–	–	0.02%	327
2024 Q2	$979K	Hold	43,106	–	–	0.02%	324
2024 Q1	$991K	Hold	43,106	–	–	0.02%	333
2023 Q4	$1M	Hold	43,106	–	–	0.01%	334
2023 Q3	$938K	Hold	43,106	–	–	0.02%	329
2023 Q2	$980K	Buy	+43,106	New	+$982K	0.01%	340

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UMB Bank's SUSC Position: Q2 2026 in Review

UMB Bank held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q2 2026 at 25,729 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #454.

UMB Bank first reported a position in SUSC in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.03M in Q3 2024. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

UMB Bank held 25,729 shares of iShares ESG Aware USD Corporate Bond ETF worth $596K as of Q2 2026.
UMB Bank left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of UMB Bank's portfolio in Q2 2026, its #454 holding.
UMB Bank first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
UMB Bank's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.03M in Q3 2024.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

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