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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,056	Closed	-$244K	–	180
2022 Q2	$244K	Sell	3,056 -1,000	-25%	-$88.5K	0.05%	237
2022 Q1	$418K	Sell	4,056 -180	-4%	-$18.4K	0.07%	185
2021 Q4	$486K	Hold	4,236	–	–	0.07%	182
2021 Q3	$429K	Hold	4,236	–	–	0.06%	203
2021 Q2	$421K	Hold	4,236	–	–	0.07%	154
2021 Q1	$371K	Hold	4,236	–	–	0.07%	156
2020 Q4	$360K	Sell	4,236 -320	-7%	-$25.6K	0.07%	150
2020 Q3	$343K	Hold	4,556	–	–	0.07%	147
2020 Q2	$307K	Hold	4,556	–	–	0.07%	155
2020 Q1	$233K	Hold	4,556	–	–	0.06%	175
2019 Q4	$265K	Hold	4,556	–	–	0.06%	187
2019 Q3	$233K	Hold	4,556	–	–	0.05%	199
2019 Q2	$225K	Hold	4,556	–	–	0.05%	213
2019 Q1	$217K	Buy	+4,556	New	+$203K	0.05%	213

Other funds holding IYW

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RIG

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

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC) sold out of iShares US Technology ETF (IYW) in Q3 2022, closing a stake of 3,056 shares — an estimated $244K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in IYW in Q1 2019 and held it in 14 quarters. The position peaked at $486K in Q4 2021. 584 funds tracked by Wall St. Rank hold IYW as of Q3 2022.

Enterprise Financial Services Corp (EFSC) reported no remaining iShares US Technology ETF position as of Q3 2022 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 3,056 iShares US Technology ETF shares in Q3 2022, an estimated $244K.
Enterprise Financial Services Corp (EFSC) first reported a position in iShares US Technology ETF in Q1 2019 and held it in 14 quarters.
Enterprise Financial Services Corp (EFSC)'s iShares US Technology ETF position peaked at $486K in Q4 2021.
584 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2022.

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