EFSCE
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Enterprise Financial Services Corp (EFSC)’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-39
Closed -$2K – 442
2021
Q2 		$2K Buy
39
+16
+70% +$884 ﹤0.01% 1109
2021
Q1 		$1K Buy
+23
New +$1.22K ﹤0.01% 1218

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AWM
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SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s AOR Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2021, closing a stake of 39 shares — an estimated $2K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in AOR in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 263 funds tracked by Wall St. Rank hold AOR as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 39 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2021, an estimated $2K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2021 and held it in 2 quarters.
  • Enterprise Financial Services Corp (EFSC)'s iShares Core 60/40 Balanced Allocation ETF position peaked at $2K in Q2 2021.
  • 263 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.