Enterprise Financial Services Corp (EFSC)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,740	Closed	-$286K	–	1337
2021 Q1	$286K	Hold	3,740	–	–	0.05%	185
2020 Q4	$268K	Hold	3,740	–	–	0.05%	185
2020 Q3	$239K	Sell	3,740 -400	-10%	-$25.3K	0.05%	193
2020 Q2	$244K	Hold	4,140	–	–	0.05%	182
2020 Q1	$202K	Hold	4,140	–	–	0.05%	189
2019 Q4	$249K	Hold	4,140	–	–	0.05%	197
2019 Q3	$230K	Sell	4,140 -24	-0.6%	-$1.33K	0.05%	202
2019 Q2	$227K	Hold	4,164	–	–	0.05%	210
2019 Q1	$220K	Buy	+4,164	New	+$211K	0.05%	209

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Envestnet Asset Management

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Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return