Enterprise Financial Services Corp (EFSC)’s iShares California Muni Bond ETF CMF Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio CMF Stock Details CMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,800	Closed	-$174K	–	1332
2021 Q1	$174K	Hold	2,800	–	–	0.03%	235
2020 Q4	$176K	Hold	2,800	–	–	0.03%	220
2020 Q3	$175K	Hold	2,800	–	–	0.04%	222
2020 Q2	$174K	Hold	2,800	–	–	0.04%	219
2020 Q1	$169K	Hold	2,800	–	–	0.04%	212
2019 Q4	$171K	Hold	2,800	–	–	0.04%	230
2019 Q3	$172K	Hold	2,800	–	–	0.04%	223
2019 Q2	$169K	Hold	2,800	–	–	0.04%	245
2019 Q1	$167K	Buy	+2,800	New	+$164K	0.04%	242

Other funds holding CMF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC)'s CMF Position: Q2 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares California Muni Bond ETF (CMF) in Q2 2021, closing a stake of 2,800 shares — an estimated $174K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in CMF in Q1 2019 and held it in 9 quarters. The position peaked at $176K in Q4 2020. 188 funds tracked by Wall St. Rank hold CMF as of Q2 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining iShares California Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 2,800 iShares California Muni Bond ETF shares in Q2 2021, an estimated $174K.
Enterprise Financial Services Corp (EFSC) first reported a position in iShares California Muni Bond ETF in Q1 2019 and held it in 9 quarters.
Enterprise Financial Services Corp (EFSC)'s iShares California Muni Bond ETF position peaked at $176K in Q4 2020.
188 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2021, filed 16 Aug 2021.