EFSCE
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Enterprise Financial Services Corp (EFSC)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-69,300
Closed -$5.81M – 170
2022
Q2 		$5.81M Sell
69,300
-880
-1% -$80.2K 1.13% 22
2022
Q1 		$7.08M Buy
70,180
+133
+0.2% +$13.3K 1.16% 19
2021
Q4 		$7.49M Sell
70,047
-1,029
-1% -$108K 1.15% 19
2021
Q3 		$6.99M Buy
71,076
+9
+0% +$910 0.91% 27
2021
Q2 		$7.02M Buy
71,067
+791
+1% +$76.1K 1.12% 22
2021
Q1 		$6.44M Sell
70,276
-88
-0.1% -$7.89K 1.15% 21
2020
Q4 		$6.07M Sell
70,364
-2,725
-4% -$221K 1.15% 21
2020
Q3 		$5.52M Buy
73,089
+124
+0.2% +$9.25K 1.14% 21
2020
Q2 		$5.07M Sell
72,965
-1,685
-2% -$110K 1.09% 21
2020
Q1 		$4.27M Buy
74,650
+1,695
+2% +$116K 1.08% 21
2019
Q4 		$5.3M Hold
72,955
– – 1.16% 19
2019
Q3 		$4.89M Buy
72,955
+699
+1% +$46.8K 1.11% 21
2019
Q2 		$4.81M Sell
72,256
-3,028
-4% -$198K 1.05% 23
2019
Q1 		$4.85M Buy
75,284
+1,229
+2% +$76.2K 1.06% 19
2018
Q4 		$4.2M Sell
74,055
-6,434
-8% -$395K 2.65% 6
2018
Q3 		$5.36M Sell
80,489
-232
-0.3% -$15.2K 2.81% 7
2018
Q2 		$5.05M Sell
80,721
-3,544
-4% -$220K 2.56% 8
2018
Q1 		$5.09M Hold
84,265
– – 2.62% 8
2017
Q4 		$5.15M Hold
84,265
– – 2.5% 8
2017
Q3 		$4.86M Sell
84,265
-90
-0.1% -$5.08K 2.4% 8
2017
Q2 		$4.67M Buy
84,355
+18
+0% +$988 2.33% 8
2017
Q1 		$4.56M Buy
84,337
+2,387
+3% +$127K 2.25% 8
2016
Q4 		$4.2M Buy
+81,950
New +$4.1M 2.11% 8

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC) sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2022, closing a stake of 69,300 shares — an estimated $5.81M sold.

Enterprise Financial Services Corp (EFSC) first reported a position in ITOT in Q4 2016 and held it in 23 quarters. The position peaked at $7.49M in Q4 2021. 979 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.

  • Enterprise Financial Services Corp (EFSC) reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2022 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 69,300 iShares Core S&P Total US Stock Market ETF shares in Q3 2022, an estimated $5.81M.
  • Enterprise Financial Services Corp (EFSC) first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and held it in 23 quarters.
  • Enterprise Financial Services Corp (EFSC)'s iShares Core S&P Total US Stock Market ETF position peaked at $7.49M in Q4 2021.
  • 979 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2022.

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