Advisory Resource Group’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Advisory Resource Group’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
2024 Q4	–	Sell	-5,335	Closed	-$224K	–	163
2024 Q3	$224K	Hold	5,335	–	–	0.05%	152
2024 Q2	$221K	Buy	5,335 +12	+0.2%	+$494	0.05%	149
2024 Q1	$218K	Buy	+5,323	New	+$206K	0.05%	154
2019 Q4	–	Sell	-39,788	Closed	-$1.29M	–	73
2019 Q3	$1.29M	Sell	39,788 -159	-0.4%	-$5.02K	0.69%	27
2019 Q2	$1.26M	Sell	39,947 -24,589	-38%	-$781K	0.69%	26
2019 Q1	$2.04M	Buy	+64,536	New	+$1.94M	1.14%	14

Other funds holding DBEF

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

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

Advisory Resource Group's DBEF Position: Q4 2024 in Review

Advisory Resource Group sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2024, closing a stake of 5,335 shares — an estimated $224K sold.

Advisory Resource Group first reported a position in DBEF in Q1 2019 and held it in 6 quarters. The position peaked at $2.04M in Q1 2019. 366 funds tracked by Wall St. Rank hold DBEF as of Q4 2024.

Advisory Resource Group reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2024 after selling out during the quarter.
Advisory Resource Group sold 5,335 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2024, an estimated $224K.
Advisory Resource Group first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2019 and held it in 6 quarters.
Advisory Resource Group's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $2.04M in Q1 2019.
366 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2024.

Based on Advisory Resource Group's 13F filing for Q4 2024, filed 28 Jan 2025.