Enterprise Financial Services Corp (EFSC)’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,530	Closed	-$145K	–	1386
2021 Q1	$145K	Hold	1,530	–	–	0.03%	253
2020 Q4	$137K	Hold	1,530	–	–	0.03%	244
2020 Q3	$117K	Hold	1,530	–	–	0.02%	263
2020 Q2	$109K	Hold	1,530	–	–	0.02%	264
2020 Q1	$90K	Hold	1,530	–	–	0.02%	272
2019 Q4	$118K	Hold	1,530	–	–	0.03%	270
2019 Q3	$112K	Sell	1,530 -39	-2%	-$2.87K	0.03%	268
2019 Q2	$116K	Hold	1,569	–	–	0.03%	283
2019 Q1	$111K	Buy	+1,569	New	+$108K	0.02%	292

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s SHE Position: Q2 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2021, closing a stake of 1,530 shares — an estimated $145K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in SHE in Q1 2019 and held it in 9 quarters. The position peaked at $145K in Q1 2021. 83 funds tracked by Wall St. Rank hold SHE as of Q2 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 1,530 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2021, an estimated $145K.
Enterprise Financial Services Corp (EFSC) first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2019 and held it in 9 quarters.
Enterprise Financial Services Corp (EFSC)'s State Street SPDR MSCI USA Gender Diversity ETF position peaked at $145K in Q1 2021.
83 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2021, filed 16 Aug 2021.