Enterprise Financial Services Corp (EFSC)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-375	Closed	-$21K	–	1152
2019 Q3	$21K	Hold	375	–	–	﹤0.01%	552
2019 Q2	$22K	Sell	375 -317	-46%	-$18.3K	﹤0.01%	563
2019 Q1	$40K	Sell	692 -35	-5%	-$1.96K	0.01%	450
2018 Q4	$38K	Hold	727	–	–	0.02%	274
2018 Q3	$45K	Hold	727	–	–	0.02%	298
2018 Q2	$46K	Sell	727 -397	-35%	-$26K	0.02%	303
2018 Q1	$73K	Sell	1,124 -54	-5%	-$3.56K	0.04%	227
2017 Q4	$76K	Hold	1,178	–	–	0.04%	230
2017 Q3	$73K	Hold	1,178	–	–	0.04%	231
2017 Q2	$68K	Hold	1,178	–	–	0.03%	241
2017 Q1	$64K	Buy	+1,178	New	+$61.9K	0.03%	251

Other funds holding SCZ

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s SCZ Position: Q4 2019 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2019, closing a stake of 375 shares — an estimated $21K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in SCZ in Q1 2017 and held it in 11 quarters. The position peaked at $76K in Q4 2017. 606 funds tracked by Wall St. Rank hold SCZ as of Q4 2019.

Enterprise Financial Services Corp (EFSC) reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2019 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 375 iShares MSCI EAFE Small-Cap ETF shares in Q4 2019, an estimated $21K.
Enterprise Financial Services Corp (EFSC) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2017 and held it in 11 quarters.
Enterprise Financial Services Corp (EFSC)'s iShares MSCI EAFE Small-Cap ETF position peaked at $76K in Q4 2017.
606 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2019.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2019, filed 28 Jan 2020.