Angeles Wealth Management’s Xtrackers MSCI All World ex US Hedged Equity ETF DBAW Stock Holding History

Angeles Wealth Management’s Portfolio DBAW Stock Details DBAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7,875	Closed	-$225K	–	260
2023 Q3	$225K	Hold	7,875	–	–	0.03%	154
2023 Q2	$228K	Hold	7,875	–	–	0.03%	168
2023 Q1	$228K	Hold	7,875	–	–	0.03%	165
2022 Q4	$212K	Hold	7,875	–	–	0.04%	163
2022 Q3	$219K	Hold	7,875	–	–	0.04%	144
2022 Q2	$231K	Hold	7,875	–	–	0.05%	150
2022 Q1	$254K	Buy	+7,875	New	+$256K	0.05%	146

Other funds holding DBAW

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Angeles Wealth Management's DBAW Position: Q4 2023 in Review

Angeles Wealth Management sold out of Xtrackers MSCI All World ex US Hedged Equity ETF (DBAW) in Q4 2023, closing a stake of 7,875 shares — an estimated $225K sold.

Angeles Wealth Management first reported a position in DBAW in Q1 2022 and held it in 7 quarters. The position peaked at $254K in Q1 2022. 31 funds tracked by Wall St. Rank hold DBAW as of Q4 2023.

Angeles Wealth Management reported no remaining Xtrackers MSCI All World ex US Hedged Equity ETF position as of Q4 2023 after selling out during the quarter.
Angeles Wealth Management sold 7,875 Xtrackers MSCI All World ex US Hedged Equity ETF shares in Q4 2023, an estimated $225K.
Angeles Wealth Management first reported a position in Xtrackers MSCI All World ex US Hedged Equity ETF in Q1 2022 and held it in 7 quarters.
Angeles Wealth Management's Xtrackers MSCI All World ex US Hedged Equity ETF position peaked at $254K in Q1 2022.
31 funds tracked by Wall St. Rank held Xtrackers MSCI All World ex US Hedged Equity ETF as of Q4 2023.

Based on Angeles Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.