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Enterprise Financial Services Corp (EFSC)’s iShares Global Tech ETF IXN Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,200
Closed -$42K – 1313
2019
Q4 		$42K Hold
1,200
– – 0.01% 445
2019
Q3 		$37K Hold
1,200
– – 0.01% 449
2019
Q2 		$36K Hold
1,200
– – 0.01% 471
2019
Q1 		$34K Hold
1,200
– – 0.01% 475
2018
Q4 		$29K Hold
1,200
– – 0.02% 318
2018
Q3 		$35K Buy
+1,200
New +$34.3K 0.02% 338

Other funds holding IXN

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s IXN Position: Q1 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares Global Tech ETF (IXN) in Q1 2020, closing a stake of 1,200 shares — an estimated $42K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in IXN in Q3 2018 and held it in 6 quarters. The position peaked at $42K in Q4 2019. 292 funds tracked by Wall St. Rank hold IXN as of Q1 2020.

  • Enterprise Financial Services Corp (EFSC) reported no remaining iShares Global Tech ETF position as of Q1 2020 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 1,200 iShares Global Tech ETF shares in Q1 2020, an estimated $42K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in iShares Global Tech ETF in Q3 2018 and held it in 6 quarters.
  • Enterprise Financial Services Corp (EFSC)'s iShares Global Tech ETF position peaked at $42K in Q4 2019.
  • 292 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2020, filed 15 May 2020.