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

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JMPWA

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

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

Enterprise Financial Services Corp (EFSC) sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2021, closing a stake of 3,740 shares — an estimated $286K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in DSI in Q1 2019 and held it in 9 quarters. The position peaked at $286K in Q1 2021. 385 funds tracked by Wall St. Rank hold DSI as of Q2 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 3,740 iShares MSCI KLD 400 Social ETF shares in Q2 2021, an estimated $286K.
Enterprise Financial Services Corp (EFSC) first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2019 and held it in 9 quarters.
Enterprise Financial Services Corp (EFSC)'s iShares MSCI KLD 400 Social ETF position peaked at $286K in Q1 2021.
385 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2021.

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