Enterprise Financial Services Corp (EFSC)’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,150	Closed	-$344K	–	415
2021 Q3	$344K	Buy	+2,150	New	+$345K	0.04%	226
2017 Q2	–	Sell	-403	Closed	-$48K	–	985
2017 Q1	$48K	Hold	403	–	–	0.02%	289
2016 Q4	$48K	Hold	403	–	–	0.02%	279
2016 Q3	$42K	Sell	403 -302	-43%	-$30.9K	0.02%	285
2016 Q2	$69K	Hold	705	–	–	0.04%	213
2016 Q1	$66K	Hold	705	–	–	0.04%	212
2015 Q4	$65K	Sell	705 -2,334	-77%	-$222K	0.04%	208
2015 Q3	$274K	Sell	3,039 -713	-19%	-$68.4K	0.18%	103
2015 Q2	$383K	Hold	3,752	–	–	0.23%	87
2015 Q1	$387K	Buy	3,752 +3,171	+546%	+$320K	0.23%	93
2014 Q4	$59K	Hold	581	–	–	0.04%	234
2014 Q3	$54K	Hold	581	–	–	0.03%	243
2014 Q2	$60K	Hold	581	–	–	0.04%	233
2014 Q1	$59K	Hold	581	–	–	0.04%	230
2013 Q4	$58K	Buy	581 +264	+83%	+$25.2K	0.03%	227
2013 Q3	$29K	Sell	317 -11	-3%	-$992	0.02%	311
2013 Q2	$28K	Buy	+328	New	+$27.8K	0.02%	275

Other funds holding IWN

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s IWN Position: Q4 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2021, closing a stake of 2,150 shares — an estimated $344K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in IWN in Q2 2013 and held it in 17 quarters. The position peaked at $387K in Q1 2015. 943 funds tracked by Wall St. Rank hold IWN as of Q4 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining iShares Russell 2000 Value ETF position as of Q4 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 2,150 iShares Russell 2000 Value ETF shares in Q4 2021, an estimated $344K.
Enterprise Financial Services Corp (EFSC) first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and held it in 17 quarters.
Enterprise Financial Services Corp (EFSC)'s iShares Russell 2000 Value ETF position peaked at $387K in Q1 2015.
943 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2021, filed 14 Feb 2022.