Enterprise Financial Services Corp (EFSC)’s iShares US Regional Banks ETF IAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-3,050	Closed	-$175K	–	759
2021 Q2	$175K	Hold	3,050	–	–	0.03%	236
2021 Q1	$173K	Hold	3,050	–	–	0.03%	236
2020 Q4	$138K	Hold	3,050	–	–	0.03%	243
2020 Q3	$100K	Hold	3,050	–	–	0.02%	280
2020 Q2	$103K	Sell	3,050 -6,992	-70%	-$228K	0.02%	270
2020 Q1	$290K	Buy	10,042 +804	+9%	+$34.4K	0.07%	149
2019 Q4	$471K	Buy	9,238 +4,575	+98%	+$223K	0.1%	136
2019 Q3	$217K	Buy	4,663 +1,423	+44%	+$64.8K	0.05%	209
2019 Q2	$148K	Hold	3,240	–	–	0.03%	261
2019 Q1	$141K	Buy	+3,240	New	+$146K	0.03%	262
2013 Q4	–	Sell	-3,271	Closed	-$98K	–	1241
2013 Q3	$98K	Hold	3,271	–	–	0.06%	159
2013 Q2	$96K	Buy	+3,271	New	+$90.3K	0.07%	159

Other funds holding IAT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s IAT Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares US Regional Banks ETF (IAT) in Q3 2021, closing a stake of 3,050 shares — an estimated $175K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in IAT in Q2 2013 and held it in 12 quarters. The position peaked at $471K in Q4 2019. 133 funds tracked by Wall St. Rank hold IAT as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining iShares US Regional Banks ETF position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 3,050 iShares US Regional Banks ETF shares in Q3 2021, an estimated $175K.
Enterprise Financial Services Corp (EFSC) first reported a position in iShares US Regional Banks ETF in Q2 2013 and held it in 12 quarters.
Enterprise Financial Services Corp (EFSC)'s iShares US Regional Banks ETF position peaked at $471K in Q4 2019.
133 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.