Advocacy Wealth Management Services’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Advocacy Wealth Management Services’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
2021 Q2	–	Sell	-1,021	Closed	-$37K	–	196
2021 Q1	$37K	Hold	1,021	–	–	0.01%	67
2020 Q4	$34K	Buy	+1,021	New	+$33K	0.01%	64
2016 Q1	–	Sell	-440	Closed	-$12K	–	520
2015 Q4	$12K	Buy	+440	New	+$12.2K	0.01%	323

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

UCFA

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

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

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

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

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

MFW

Mosaic Family Wealth St. Louis, Missouri $384M AUM 21.14% 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

Advocacy Wealth Management Services's DBEF Position: Q2 2021 in Review

Advocacy Wealth Management Services sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2021, closing a stake of 1,021 shares — an estimated $37K sold.

Advocacy Wealth Management Services first reported a position in DBEF in Q4 2015 and held it in 3 quarters. The position peaked at $37K in Q1 2021. 234 funds tracked by Wall St. Rank hold DBEF as of Q2 2021.

Advocacy Wealth Management Services reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q2 2021 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,021 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2021, an estimated $37K.
Advocacy Wealth Management Services first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2015 and held it in 3 quarters.
Advocacy Wealth Management Services's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $37K in Q1 2021.
234 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2021.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2021, filed 2 Jul 2021.