BCWM
Bartlett & Co Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Hold |
11,498
| – | – | 0.01% | 331 |
|
|
2025
Q1 | $498K | Hold |
11,498
| – | – | 0.01% | 330 |
|
|
2024
Q4 | $476K | Buy |
+11,498
| New | +$476K | 0.01% | 332 |
|
|
2023
Q3 | – | Sell |
-329
| Closed | -$11.6K | – | 1183 |
|
|
2023
Q2 | $11.6K | Hold |
329
| – | – | ﹤0.01% | 906 |
|
|
2023
Q1 | $11.6K | Hold |
329
| – | – | ﹤0.01% | 799 |
|
|
2022
Q4 | $10.6K | Hold |
329
| – | – | ﹤0.01% | 818 |
|
|
2022
Q3 | $11K | Hold |
329
| – | – | ﹤0.01% | 810 |
|
|
2022
Q2 | $11.6K | Hold |
329
| – | – | ﹤0.01% | 836 |
|
|
2022
Q1 | $12.4K | Buy |
+329
| New | +$12.4K | ﹤0.01% | 800 |
|
|
2021
Q4 | – | Sell |
-579
| Closed | -$21.9K | – | 507 |
|
|
2021
Q3 | $21.9K | Sell |
579
-980
| -63% | -$37K | ﹤0.01% | 624 |
|
|
2021
Q2 | $59.5K | Buy |
+1,559
| New | +$59.5K | ﹤0.01% | 478 |
|