Enterprise Financial Services Corp (EFSC)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,188	Closed	-$461K	–	390
2021 Q3	$461K	Buy	4,188 +32	+0.8%	+$3.59K	0.06%	192
2021 Q2	$468K	Buy	4,156 +447	+12%	+$49.7K	0.07%	147
2021 Q1	$404K	Sell	3,709 -542	-13%	-$60.6K	0.07%	147
2020 Q4	$493K	Hold	4,251	–	–	0.09%	128
2020 Q3	$472K	Hold	4,251	–	–	0.1%	121
2020 Q2	$465K	Buy	4,251 +4,173	+5,350%	+$432K	0.1%	125
2020 Q1	$8K	Buy	+78	New	+$8.6K	﹤0.01%	686
2016 Q4	–	Sell	-168	Closed	-$20K	–	1072
2016 Q3	$20K	Hold	168	–	–	0.01%	415
2016 Q2	$19K	Hold	168	–	–	0.01%	410
2016 Q1	$19K	Sell	168 -878	-84%	-$93.6K	0.01%	402
2015 Q4	$111K	Buy	1,046 +878	+523%	+$94.6K	0.07%	156
2015 Q3	$18K	Hold	168	–	–	0.01%	413
2015 Q2	$18K	Hold	168	–	–	0.01%	429
2015 Q1	$19K	Hold	168	–	–	0.01%	437
2014 Q4	$18K	Hold	168	–	–	0.01%	455
2014 Q3	$19K	Hold	168	–	–	0.01%	444
2014 Q2	$19K	Hold	168	–	–	0.01%	462
2014 Q1	$19K	Hold	168	–	–	0.01%	447
2013 Q4	$18K	Buy	+168	New	+$18.3K	0.01%	431

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s EMB Position: Q4 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2021, closing a stake of 4,188 shares — an estimated $461K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in EMB in Q4 2013 and held it in 19 quarters. The position peaked at $493K in Q4 2020. 787 funds tracked by Wall St. Rank hold EMB as of Q4 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 4,188 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2021, an estimated $461K.
Enterprise Financial Services Corp (EFSC) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2013 and held it in 19 quarters.
Enterprise Financial Services Corp (EFSC)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $493K in Q4 2020.
787 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2021, filed 14 Feb 2022.