EFSCE
ESML icon

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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return