AWM
Able Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
41,930
-25,729
| -38% | -$1.13M | 0.93% | 30 |
|
|
2025
Q1 | $2.93M | Buy |
67,659
+19,536
| +41% | +$846K | 1.73% | 16 |
|
|
2024
Q4 | $1.99M | Buy |
48,123
+24,797
| +106% | +$1.03M | 1.31% | 19 |
|
|
2024
Q3 | $980K | Buy |
23,326
+1,676
| +8% | +$70.4K | 0.74% | 32 |
|
|
2024
Q2 | $897K | Buy |
21,650
+15,014
| +226% | +$622K | 0.74% | 34 |
|
|
2024
Q1 | $272K | Buy |
+6,636
| New | +$272K | 0.24% | 68 |
|