Advanced Research Investment Solutions’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Advanced Research Investment Solutions’s Portfolio DBEF Stock Details DBEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,234	Closed	-$41K	–	58
2022 Q3	$41K	Hold	1,234	–	–	0.03%	98
2022 Q2	$44K	Hold	1,234	–	–	0.02%	47
2022 Q1	$47K	Hold	1,234	–	–	0.02%	74
2021 Q4	$48K	Hold	1,234	–	–	0.02%	92
2021 Q3	$46.6K	Buy	+1,234	New	+$47.1K	0.02%	77
2020 Q2	–	Sell	-945	Closed	-$25.3K	–	24
2020 Q1	$25.3K	Hold	945	–	–	0.08%	9
2019 Q4	$31.9K	Buy	+945	New	+$31.4K	0.25%	11

Other funds holding DBEF

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FAG

Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return

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

Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return

Advanced Research Investment Solutions's DBEF Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2022, closing a stake of 1,234 shares — an estimated $41K sold.

Advanced Research Investment Solutions first reported a position in DBEF in Q4 2019 and held it in 7 quarters. The position peaked at $48K in Q4 2021. 234 funds tracked by Wall St. Rank hold DBEF as of Q4 2022.

Advanced Research Investment Solutions reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2022 after selling out during the quarter.
Advanced Research Investment Solutions sold 1,234 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2022, an estimated $41K.
Advanced Research Investment Solutions first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2019 and held it in 7 quarters.
Advanced Research Investment Solutions's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $48K in Q4 2021.
234 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.