Enterprise Financial Services Corp (EFSC)’s iShares US Medical Devices ETF IHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-8,891	Closed	-$448K	–	164
2022 Q2	$448K	Sell	8,891 -142	-2%	-$7.74K	0.09%	157
2022 Q1	$551K	Buy	9,033 +357	+4%	+$21.3K	0.09%	158
2021 Q4	$571K	Sell	8,676 -108	-1%	-$6.91K	0.09%	160
2021 Q3	$552K	Hold	8,784	–	–	0.07%	176
2021 Q2	$529K	Buy	8,784 +870	+11%	+$50.3K	0.08%	142
2021 Q1	$436K	Buy	7,914 +84	+1%	+$4.66K	0.08%	141
2020 Q4	$428K	Buy	7,830 +1,980	+34%	+$104K	0.08%	139
2020 Q3	$293K	Buy	5,850 +528	+10%	+$25.6K	0.06%	162
2020 Q2	$235K	Hold	5,322	–	–	0.05%	185
2020 Q1	$200K	Buy	5,322 +3,162	+146%	+$133K	0.05%	190
2019 Q4	$95K	Buy	2,160 +840	+64%	+$35.3K	0.02%	306
2019 Q3	$54K	Hold	1,320	–	–	0.01%	379
2019 Q2	$52K	Hold	1,320	–	–	0.01%	403
2019 Q1	$51K	Buy	+1,320	New	+$47.9K	0.01%	399

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC) sold out of iShares US Medical Devices ETF (IHI) in Q3 2022, closing a stake of 8,891 shares — an estimated $448K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in IHI in Q1 2019 and held it in 14 quarters. The position peaked at $571K in Q4 2021. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2022.

Enterprise Financial Services Corp (EFSC) reported no remaining iShares US Medical Devices ETF position as of Q3 2022 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 8,891 iShares US Medical Devices ETF shares in Q3 2022, an estimated $448K.
Enterprise Financial Services Corp (EFSC) first reported a position in iShares US Medical Devices ETF in Q1 2019 and held it in 14 quarters.
Enterprise Financial Services Corp (EFSC)'s iShares US Medical Devices ETF position peaked at $571K in Q4 2021.
556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2022.

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