AJ Wealth Strategies’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

AJ Wealth Strategies’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
2019 Q3	–	Sell	-6,801	Closed	-$215K	–	120
2019 Q2	$215K	Hold	6,801	–	–	0.03%	95
2019 Q1	$212K	Buy	+6,801	New	+$205K	0.04%	98
2018 Q4	–	Sell	-6,655	Closed	-$215K	–	98
2018 Q3	$215K	Hold	6,655	–	–	0.04%	95
2018 Q2	$209K	Buy	6,655 +63	+1%	+$2.01K	0.04%	91
2018 Q1	$202K	Hold	6,592	–	–	0.05%	82
2017 Q4	$209K	Buy	6,592 +78	+1%	+$2.48K	0.05%	85
2017 Q3	$202K	Buy	+6,514	New	+$197K	0.07%	74
2017 Q2	–	Sell	-6,927	Closed	-$205K	–	78
2017 Q1	$205K	Sell	6,927 -592	-8%	-$17.1K	0.09%	70
2016 Q4	$211K	Buy	+7,519	New	+$203K	0.11%	65

Other funds holding DBEF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FAG

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

AJ Wealth Strategies's DBEF Position: Q3 2019 in Review

AJ Wealth Strategies sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2019, closing a stake of 6,801 shares — an estimated $215K sold.

AJ Wealth Strategies first reported a position in DBEF in Q4 2016 and held it in 9 quarters. The position peaked at $215K in Q2 2019. 238 funds tracked by Wall St. Rank hold DBEF as of Q3 2019.

AJ Wealth Strategies reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2019 after selling out during the quarter.
AJ Wealth Strategies sold 6,801 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2019, an estimated $215K.
AJ Wealth Strategies first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2016 and held it in 9 quarters.
AJ Wealth Strategies's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $215K in Q2 2019.
238 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2019.

Based on AJ Wealth Strategies's 13F filing for Q3 2019, filed 26 Nov 2019.