EFSCE
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Enterprise Financial Services Corp (EFSC)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-113,835
Closed -$6.7M – 162
2022
Q2 		$6.7M Buy
113,835
+68,866
+153% +$4.42M 1.31% 20
2022
Q1 		$3.13M Buy
44,969
+14,944
+50% +$1.06M 0.51% 47
2021
Q4 		$2.24M Sell
30,025
-999
-3% -$75.1K 0.34% 59
2021
Q3 		$2.3M Buy
31,024
+1,728
+6% +$131K 0.3% 76
2021
Q2 		$2.19M Sell
29,296
-9,434
-24% -$712K 0.35% 58
2021
Q1 		$2.79M Sell
38,730
-903
-2% -$64.5K 0.5% 39
2020
Q4 		$2.74M Buy
39,633
+397
+1% +$25.7K 0.52% 37
2020
Q3 		$2.37M Buy
39,236
+1,351
+4% +$81.5K 0.49% 40
2020
Q2 		$2.17M Sell
37,885
-7,619
-17% -$413K 0.47% 45
2020
Q1 		$2.27M Buy
45,504
+23,361
+106% +$1.39M 0.57% 34
2019
Q4 		$1.45M Buy
22,143
+401
+2% +$25.4K 0.31% 61
2019
Q3 		$1.33M Buy
21,742
+956
+5% +$57.7K 0.3% 61
2019
Q2 		$1.28M Sell
20,786
-705
-3% -$43.2K 0.28% 64
2019
Q1 		$1.31M Sell
21,491
-259
-1% -$15.3K 0.29% 63
2018
Q4 		$1.2M Buy
21,750
+11,104
+104% +$651K 0.76% 29
2018
Q3 		$682K Sell
10,646
-7,252
-41% -$462K 0.36% 59
2018
Q2 		$1.13M Buy
17,898
+7,252
+68% +$480K 0.58% 36
2018
Q1 		$701K Buy
10,646
+401
+4% +$26.9K 0.36% 59
2017
Q4 		$677K Buy
10,245
+2,917
+40% +$190K 0.33% 63
2017
Q3 		$470K Buy
7,328
+5,960
+436% +$373K 0.23% 81
2017
Q2 		$83K Hold
1,368
– – 0.04% 216
2017
Q1 		$79K Hold
1,368
– – 0.04% 220
2016
Q4 		$73K Buy
+1,368
New +$73.4K 0.04% 222

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC) sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2022, closing a stake of 113,835 shares — an estimated $6.7M sold.

Enterprise Financial Services Corp (EFSC) first reported a position in IEFA in Q4 2016 and held it in 23 quarters. The position peaked at $6.7M in Q2 2022. 1,412 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

  • Enterprise Financial Services Corp (EFSC) reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 113,835 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $6.7M.
  • Enterprise Financial Services Corp (EFSC) first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and held it in 23 quarters.
  • Enterprise Financial Services Corp (EFSC)'s iShares Core MSCI EAFE ETF position peaked at $6.7M in Q2 2022.
  • 1,412 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

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