Enterprise Financial Services Corp (EFSC)’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-440	Closed	-$25K	–	766
2021 Q2	$25K	Hold	440	–	–	﹤0.01%	542
2021 Q1	$21K	Hold	440	–	–	﹤0.01%	584
2020 Q4	$16K	Hold	440	–	–	﹤0.01%	611
2020 Q3	$12K	Hold	440	–	–	﹤0.01%	651
2020 Q2	$15K	Hold	440	–	–	﹤0.01%	611
2020 Q1	$10K	Hold	440	–	–	﹤0.01%	641
2019 Q4	$24K	Hold	440	–	–	0.01%	545
2019 Q3	$22K	Hold	440	–	–	0.01%	534
2019 Q2	$24K	Hold	440	–	–	0.01%	545
2019 Q1	$26K	Buy	+440	New	+$25.3K	0.01%	517

Other funds holding IEO

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

MWM

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

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC) sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2021, closing a stake of 440 shares — an estimated $25K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in IEO in Q1 2019 and held it in 10 quarters. The position peaked at $26K in Q1 2019. 92 funds tracked by Wall St. Rank hold IEO as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 440 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2021, an estimated $25K.
Enterprise Financial Services Corp (EFSC) first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2019 and held it in 10 quarters.
Enterprise Financial Services Corp (EFSC)'s iShares US Oil & Gas Exploration & Production ETF position peaked at $26K in Q1 2019.
92 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2021.

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