EFSCE
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Enterprise Financial Services Corp (EFSC)’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio IAGG Stock Details IAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,627
Closed -$361K – 312
2021
Q4 		$361K Sell
6,627
-156,197
-96% -$8.6M 0.06% 220
2021
Q3 		$8.96M Buy
162,824
+3,848
+2% +$214K 1.16% 22
2021
Q2 		$8.76M Sell
158,976
-2,116
-1% -$116K 1.4% 18
2021
Q1 		$8.84M Buy
161,092
+17,024
+12% +$943K 1.58% 16
2020
Q4 		$8.1M Sell
144,068
-75
-0.1% -$4.19K 1.54% 18
2020
Q3 		$8.02M Buy
144,143
+29,023
+25% +$1.62M 1.66% 15
2020
Q2 		$6.41M Sell
115,120
-24,020
-17% -$1.33M 1.38% 18
2020
Q1 		$7.61M Buy
139,140
+2,723
+2% +$151K 1.92% 12
2019
Q4 		$7.47M Buy
136,417
+43,853
+47% +$2.42M 1.63% 14
2019
Q3 		$5.16M Buy
92,564
+1,981
+2% +$110K 1.18% 20
2019
Q2 		$4.93M Buy
90,583
+4,468
+5% +$239K 1.07% 20
2019
Q1 		$4.61M Buy
+86,115
New +$4.53M 1.01% 22

Other funds holding IAGG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s IAGG Position: Q1 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2022, closing a stake of 6,627 shares — an estimated $361K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in IAGG in Q1 2019 and held it in 12 quarters. The position peaked at $8.96M in Q3 2021. 287 funds tracked by Wall St. Rank hold IAGG as of Q1 2022.

  • Enterprise Financial Services Corp (EFSC) reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 6,627 iShares Core International Aggregate Bond Fund shares in Q1 2022, an estimated $361K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in iShares Core International Aggregate Bond Fund in Q1 2019 and held it in 12 quarters.
  • Enterprise Financial Services Corp (EFSC)'s iShares Core International Aggregate Bond Fund position peaked at $8.96M in Q3 2021.
  • 287 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2022.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2022, filed 16 May 2022.