Bogart Wealth LLC’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Bogart Wealth LLC’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
2025 Q1	–	Sell	-155	Closed	-$6.42K	–	1440
2024 Q4	$6.42K	Hold	155	–	–	﹤0.01%	830
2024 Q3	$6.51K	Hold	155	–	–	﹤0.01%	778
2024 Q2	$6.42K	Buy	+155	New	+$6.38K	﹤0.01%	738
2024 Q1	–	Sell	-402	Closed	-$14.9K	–	1084
2023 Q4	$14.9K	Hold	402	–	–	﹤0.01%	552
2023 Q3	$14K	Hold	402	–	–	﹤0.01%	537
2023 Q2	$14.2K	Hold	402	–	–	﹤0.01%	522
2023 Q1	$14.2K	Hold	402	–	–	﹤0.01%	530
2022 Q4	$13K	Hold	402	–	–	﹤0.01%	496
2022 Q3	$13K	Hold	402	–	–	﹤0.01%	495
2022 Q2	$14K	Hold	402	–	–	﹤0.01%	475
2022 Q1	$15K	Hold	402	–	–	﹤0.01%	427
2021 Q4	$16K	Buy	+402	New	+$15.6K	﹤0.01%	403

Other funds holding DBEF

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bogart Wealth LLC's DBEF Position: Q1 2025 in Review

Bogart Wealth LLC sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2025, closing a stake of 155 shares — an estimated $6.42K sold.

Bogart Wealth LLC first reported a position in DBEF in Q4 2021 and held it in 12 quarters. The position peaked at $16K in Q4 2021. 391 funds tracked by Wall St. Rank hold DBEF as of Q1 2025.

Bogart Wealth LLC reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2025 after selling out during the quarter.
Bogart Wealth LLC sold 155 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2025, an estimated $6.42K.
Bogart Wealth LLC first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2021 and held it in 12 quarters.
Bogart Wealth LLC's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $16K in Q4 2021.
391 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.