EFSCE
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Enterprise Financial Services Corp (EFSC)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-16,825
Closed -$1.06M – 151
2022
Q2 		$1.06M Buy
16,825
+2,617
+18% +$179K 0.21% 86
2022
Q1 		$1.05M Buy
14,208
+3,410
+32% +$257K 0.17% 101
2021
Q4 		$858K Buy
10,798
+68
+0.6% +$5.41K 0.13% 129
2021
Q3 		$841K Buy
10,730
+190
+2% +$15.3K 0.11% 151
2021
Q2 		$833K Sell
10,540
-1,665
-14% -$133K 0.13% 108
2021
Q1 		$926K Buy
12,205
+3,617
+42% +$272K 0.17% 89
2020
Q4 		$627K Sell
8,588
-22
-0.3% -$1.5K 0.12% 109
2020
Q3 		$547K Buy
8,610
+1,866
+28% +$119K 0.11% 110
2020
Q2 		$409K Buy
6,744
+684
+11% +$39.3K 0.09% 136
2020
Q1 		$322K Buy
6,060
+13
+0.2% +$818 0.08% 147
2019
Q4 		$416K Buy
6,047
+130
+2% +$8.66K 0.09% 142
2019
Q3 		$379K Buy
5,917
+21
+0.4% +$1.33K 0.09% 145
2019
Q2 		$379K Buy
5,896
+10
+0.2% +$638 0.08% 152
2019
Q1 		$372K Buy
+5,886
New +$361K 0.08% 154

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s ESGD Position: Q3 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2022, closing a stake of 16,825 shares — an estimated $1.06M sold.

Enterprise Financial Services Corp (EFSC) first reported a position in ESGD in Q1 2019 and held it in 14 quarters. The position peaked at $1.06M in Q2 2022. 496 funds tracked by Wall St. Rank hold ESGD as of Q3 2022.

  • Enterprise Financial Services Corp (EFSC) reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 16,825 iShares ESG Aware MSCI EAFE ETF shares in Q3 2022, an estimated $1.06M.
  • Enterprise Financial Services Corp (EFSC) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2019 and held it in 14 quarters.
  • Enterprise Financial Services Corp (EFSC)'s iShares ESG Aware MSCI EAFE ETF position peaked at $1.06M in Q2 2022.
  • 496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2022.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2022, filed 14 Nov 2022.