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

BerganKDV 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
Q4 		– Sell
-940
Closed -$31K – 1059
2022
Q3 		$31K Buy
+940
New +$33.5K ﹤0.01% 425
2020
Q3 		– Sell
-11,238
Closed -$340K – 924
2020
Q2 		$340K Buy
+11,238
New +$326K 0.06% 184

Other funds holding DBEF

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

BerganKDV Wealth Management's DBEF Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2022, closing a stake of 940 shares — an estimated $31K sold.

BerganKDV Wealth Management first reported a position in DBEF in Q2 2020 and held it in 2 quarters. The position peaked at $340K in Q2 2020. 234 funds tracked by Wall St. Rank hold DBEF as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 940 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2022, an estimated $31K.
  • BerganKDV Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q2 2020 and held it in 2 quarters.
  • BerganKDV Wealth Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $340K in Q2 2020.
  • 234 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.