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

Aspire Wealth Management’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
Q3 		$209K Hold
4,962
– – 0.11% 94
2024
Q2 		$206K Sell
4,962
-291
-6% -$12K 0.12% 96
2024
Q1 		$215K Buy
+5,253
New +$203K 0.13% 93

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspire Wealth Management's DBEF Position: Q3 2024 in Review

Aspire Wealth Management held its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) position steady in Q3 2024 at 4,962 shares worth $209K. The position accounts for 0.11% of the portfolio, ranked #94.

Aspire Wealth Management first reported a position in DBEF in Q1 2024 and has held it in 3 quarters since. The position peaked at $215K in Q1 2024. 335 funds tracked by Wall St. Rank hold DBEF as of Q3 2024.

  • Aspire Wealth Management held 4,962 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $209K as of Q3 2024.
  • Aspire Wealth Management left its Xtrackers MSCI EAFE Hedged Equity ETF share count unchanged in Q3 2024.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up 0.11% of Aspire Wealth Management's portfolio in Q3 2024, its #94 holding.
  • Aspire Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2024 and has held it in 3 quarters since.
  • Aspire Wealth Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $215K in Q1 2024.
  • 335 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.