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Enterprise Financial Services Corp (EFSC)’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-22,967
Closed -$1.85M – 204
2022
Q2 		$1.85M Buy
22,967
+3,579
+18% +$314K 0.36% 60
2022
Q1 		$1.88M Buy
19,388
+5,766
+42% +$559K 0.31% 69
2021
Q4 		$1.45M Sell
13,622
-197
-1% -$20.2K 0.22% 86
2021
Q3 		$1.33M Buy
13,819
+276
+2% +$27.3K 0.17% 114
2021
Q2 		$1.29M Buy
13,543
+9
+0.1% +$832 0.21% 82
2021
Q1 		$1.19M Sell
13,534
-344
-2% -$29.3K 0.21% 72
2020
Q4 		$1.14M Sell
13,878
-60
-0.4% -$4.69K 0.22% 71
2020
Q3 		$1.02M Buy
13,938
+2,668
+24% +$193K 0.21% 74
2020
Q2 		$754K Buy
11,270
+750
+7% +$46.9K 0.16% 90
2020
Q1 		$577K Sell
10,520
-936
-8% -$60K 0.15% 99
2019
Q4 		$768K Buy
11,456
+58
+0.5% +$3.71K 0.17% 87
2019
Q3 		$704K Buy
11,398
+34
+0.3% +$2.08K 0.16% 97
2019
Q2 		$692K Buy
11,364
+44
+0.4% +$2.63K 0.15% 97
2019
Q1 		$669K Buy
+11,320
New +$638K 0.15% 102

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 SUSA Position: Q3 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2022, closing a stake of 22,967 shares — an estimated $1.85M sold.

Enterprise Financial Services Corp (EFSC) first reported a position in SUSA in Q1 2019 and held it in 14 quarters. The position peaked at $1.88M in Q1 2022. 395 funds tracked by Wall St. Rank hold SUSA as of Q3 2022.

  • Enterprise Financial Services Corp (EFSC) reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2022 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 22,967 iShares ESG Optimized MSCI USA ETF shares in Q3 2022, an estimated $1.85M.
  • Enterprise Financial Services Corp (EFSC) first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2019 and held it in 14 quarters.
  • Enterprise Financial Services Corp (EFSC)'s iShares ESG Optimized MSCI USA ETF position peaked at $1.88M in Q1 2022.
  • 395 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2022.

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