Almanack Investment Partners’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Almanack Investment Partners’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
2023 Q2	–	Sell	-6,767	Closed	-$238K	–	171
2023 Q1	$238K	Sell	6,767 -49,423	-88%	-$1.7M	0.05%	147
2022 Q4	$1.81M	Sell	56,190 -20,182	-26%	-$710K	0.39%	32
2022 Q3	$2.56M	Sell	76,372 -529,712	-87%	-$18.9M	0.5%	26
2022 Q2	$21.4M	Buy	+606,084	New	+$22.3M	2.14%	8
2018 Q4	–	Sell	-6,297	Closed	-$195K	–	239
2018 Q3	$195K	Sell	6,297 -343	-5%	-$10.9K	0.05%	180
2018 Q2	$208K	Sell	6,640 -172,374	-96%	-$5.49M	0.09%	96
2018 Q1	$5.5M	Buy	179,014 +175,464	+4,943%	+$5.52M	2.11%	17
2017 Q4	$113K	Buy	+3,550	New	+$113K	0.04%	172
2017 Q3	–	Sell	-29,034	Closed	-$872K	–	156
2017 Q2	$872K	Buy	29,034 +2,234	+8%	+$67.8K	0.49%	49
2017 Q1	$793K	Buy	26,800 +15,369	+134%	+$444K	0.59%	36
2016 Q4	$321K	Buy	+11,431	New	+$309K	0.27%	44

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

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

FAG

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

Almanack Investment Partners's DBEF Position: Q2 2023 in Review

Almanack Investment Partners sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2023, closing a stake of 6,767 shares — an estimated $238K sold.

Almanack Investment Partners first reported a position in DBEF in Q4 2016 and held it in 11 quarters. The position peaked at $21.4M in Q2 2022. 250 funds tracked by Wall St. Rank hold DBEF as of Q2 2023.

Almanack Investment Partners reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q2 2023 after selling out during the quarter.
Almanack Investment Partners sold 6,767 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2023, an estimated $238K.
Almanack Investment Partners first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2016 and held it in 11 quarters.
Almanack Investment Partners's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $21.4M in Q2 2022.
250 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2023.

Based on Almanack Investment Partners's 13F filing for Q2 2023, filed 8 Aug 2023.