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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-600	Closed	-$39K	–	797
2021 Q2	$39K	Sell	600 -88	-13%	-$5.88K	0.01%	442
2021 Q1	$44K	Hold	688	–	–	0.01%	428
2020 Q4	$38K	Hold	688	–	–	0.01%	433
2020 Q3	$34K	Hold	688	–	–	0.01%	450
2020 Q2	$28K	Hold	688	–	–	0.01%	480
2020 Q1	$24K	Buy	+688	New	+$30.2K	0.01%	467
2019 Q1	–	Sell	-40	Closed	-$2K	–	1205
2018 Q4	$2K	Buy	+40	New	+$1.85K	﹤0.01%	816

Other funds holding IYT

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

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC)'s IYT Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares US Transportation ETF (IYT) in Q3 2021, closing a stake of 600 shares — an estimated $39K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in IYT in Q4 2018 and held it in 7 quarters. The position peaked at $44K in Q1 2021. 209 funds tracked by Wall St. Rank hold IYT as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining iShares US Transportation ETF position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 600 iShares US Transportation ETF shares in Q3 2021, an estimated $39K.
Enterprise Financial Services Corp (EFSC) first reported a position in iShares US Transportation ETF in Q4 2018 and held it in 7 quarters.
Enterprise Financial Services Corp (EFSC)'s iShares US Transportation ETF position peaked at $44K in Q1 2021.
209 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.