Enterprise Financial Services Corp (EFSC)’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-900	Closed	-$31K	–	1320
2020 Q1	$31K	Sell	900 -6,000	-87%	-$274K	0.01%	434
2019 Q4	$349K	Hold	6,900	–	–	0.08%	159
2019 Q3	$314K	Hold	6,900	–	–	0.07%	164
2019 Q2	$307K	Hold	6,900	–	–	0.07%	176
2019 Q1	$287K	Buy	+6,900	New	+$286K	0.06%	184

Other funds holding IYG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s IYG Position: Q2 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares US Financial Services ETF (IYG) in Q2 2020, closing a stake of 900 shares — an estimated $31K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in IYG in Q1 2019 and held it in 5 quarters. The position peaked at $349K in Q4 2019. 219 funds tracked by Wall St. Rank hold IYG as of Q2 2020.

Enterprise Financial Services Corp (EFSC) reported no remaining iShares US Financial Services ETF position as of Q2 2020 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 900 iShares US Financial Services ETF shares in Q2 2020, an estimated $31K.
Enterprise Financial Services Corp (EFSC) first reported a position in iShares US Financial Services ETF in Q1 2019 and held it in 5 quarters.
Enterprise Financial Services Corp (EFSC)'s iShares US Financial Services ETF position peaked at $349K in Q4 2019.
219 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2020, filed 4 Aug 2020.