Baldwin Wealth Partners’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Baldwin Wealth 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 Q4	–	Sell	-100	Closed	-$3.49K	–	738
2023 Q3	$3.49K	Hold	100	–	–	﹤0.01%	653
2023 Q2	$3.54K	Hold	100	–	–	﹤0.01%	670
2023 Q1	$3.52K	Hold	100	–	–	﹤0.01%	703
2022 Q4	$3.22K	Hold	100	–	–	﹤0.01%	694
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	592
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	627
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	610
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	571
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	587
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	593
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	569
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	512
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	490
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	490
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	494
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	498
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	488
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	481
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	482
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	476
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	496
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	488
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	465
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	449
2017 Q3	$3K	Hold	100	–	–	﹤0.01%	453
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	451
2017 Q1	$3K	Hold	100	–	–	﹤0.01%	463
2016 Q4	$3K	Sell	100 -214	-68%	-$5.78K	﹤0.01%	478
2016 Q3	$8K	Buy	+314	New	+$8.14K	﹤0.01%	469

Other funds holding DBEF

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baldwin Wealth Partners's DBEF Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2023, closing a stake of 100 shares — an estimated $3.49K sold.

Baldwin Wealth Partners first reported a position in DBEF in Q3 2016 and held it in 29 quarters. The position peaked at $8K in Q3 2016. 295 funds tracked by Wall St. Rank hold DBEF as of Q4 2023.

Baldwin Wealth Partners reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 100 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2023, an estimated $3.49K.
Baldwin Wealth Partners first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q3 2016 and held it in 29 quarters.
Baldwin Wealth Partners's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $8K in Q3 2016.
295 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.