Enterprise Financial Services Corp (EFSC)’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-20,708	Closed	-$653K	–	152
2022 Q2	$653K	Buy	20,708 +4,199	+25%	+$144K	0.13%	123
2022 Q1	$628K	Buy	16,509 +5,583	+51%	+$210K	0.1%	144
2021 Q4	$440K	Sell	10,926 -351	-3%	-$14.2K	0.07%	196
2021 Q3	$439K	Buy	11,277 +320	+3%	+$12.7K	0.06%	198
2021 Q2	$442K	Buy	10,957 +17	+0.2%	+$676	0.07%	151
2021 Q1	$422K	Sell	10,940 -2,323	-18%	-$87.5K	0.08%	146
2020 Q4	$453K	Sell	13,263 -65	-0.5%	-$2K	0.09%	134
2020 Q3	$353K	Buy	+13,328	New	+$352K	0.07%	144

Other funds holding ESML

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC) sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2022, closing a stake of 20,708 shares — an estimated $653K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in ESML in Q3 2020 and held it in 8 quarters. The position peaked at $653K in Q2 2022. 329 funds tracked by Wall St. Rank hold ESML as of Q3 2022.

Enterprise Financial Services Corp (EFSC) reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 20,708 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2022, an estimated $653K.
Enterprise Financial Services Corp (EFSC) first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2020 and held it in 8 quarters.
Enterprise Financial Services Corp (EFSC)'s iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $653K in Q2 2022.
329 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2022.

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