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

Atlas Private 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
2022 Q3	–	Sell	-91,321	Closed	-$3.18M	–	105
2022 Q2	$3.18M	Sell	91,321 -2,025	-2%	-$74.4K	2.17%	11
2022 Q1	$3.52M	Buy	93,346 +2,135	+2%	+$80.6K	2.05%	10
2021 Q4	$3.58M	Buy	91,211 +1,155	+1%	+$44.9K	2%	11
2021 Q3	$3.4M	Buy	90,056 +7,593	+9%	+$290K	2.08%	11
2021 Q2	$3.1M	Buy	82,463 +4,134	+5%	+$155K	1.91%	13
2021 Q1	$2.84M	Buy	78,329 +9,688	+14%	+$340K	1.82%	12
2020 Q4	$2.31M	Buy	68,641 +5,627	+9%	+$182K	1.64%	14
2020 Q3	$1.93M	Buy	63,014 +378	+0.6%	+$11.6K	1.51%	18
2020 Q2	$1.89M	Sell	62,636 -810	-1%	-$23.5K	1.52%	15
2020 Q1	$1.7M	Sell	63,446 -96	-0.2%	-$3.02K	1.57%	14
2019 Q4	$2.15M	Buy	+63,542	New	+$2.11M	1.65%	14

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

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

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

FAG

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atlas Private Wealth Management's DBEF Position: Q3 2022 in Review

Atlas Private Wealth Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2022, closing a stake of 91,321 shares — an estimated $3.18M sold.

Atlas Private Wealth Management first reported a position in DBEF in Q4 2019 and held it in 11 quarters. The position peaked at $3.58M in Q4 2021. 233 funds tracked by Wall St. Rank hold DBEF as of Q3 2022.

Atlas Private Wealth Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2022 after selling out during the quarter.
Atlas Private Wealth Management sold 91,321 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2022, an estimated $3.18M.
Atlas Private Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2019 and held it in 11 quarters.
Atlas Private Wealth Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $3.58M in Q4 2021.
233 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2022.

Based on Atlas Private Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.