Braun-Bostich & Associates’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Braun-Bostich & Associates’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
2020 Q4	–	Sell	-1,112	Closed	-$34K	–	97
2020 Q3	$34K	Sell	1,112 -2,479	-69%	-$76.3K	0.03%	172
2020 Q2	$109K	Hold	3,591	–	–	0.11%	99
2020 Q1	$92K	Hold	3,591	–	–	0.12%	104
2019 Q4	$123K	Buy	+3,591	New	+$119K	0.12%	106
2019 Q3	–	Sell	-7,903	Closed	-$250K	–	132
2019 Q2	$250K	Sell	7,903 -5,073	-39%	-$161K	0.26%	86
2019 Q1	$405K	Sell	12,976 -52,636	-80%	-$1.58M	0.42%	60
2018 Q4	$1.83M	Sell	65,612 -2,151	-3%	-$64.6K	1.94%	9
2018 Q3	$2.19M	Buy	67,763 +5,444	+9%	+$174K	2.11%	9
2018 Q2	$1.96M	Sell	62,319 -2,261	-4%	-$72K	1.96%	8
2018 Q1	$1.98M	Buy	64,580 +2,469	+4%	+$77.6K	1.72%	14
2017 Q4	$1.97M	Buy	+62,111	New	+$1.97M	1.67%	15

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

MFW

Mosaic Family Wealth St. Louis, Missouri $384M AUM 21.14% 1-Year Est. Return

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

Braun-Bostich & Associates's DBEF Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2020, closing a stake of 1,112 shares — an estimated $34K sold.

Braun-Bostich & Associates first reported a position in DBEF in Q4 2017 and held it in 11 quarters. The position peaked at $2.19M in Q3 2018. 225 funds tracked by Wall St. Rank hold DBEF as of Q4 2020.

Braun-Bostich & Associates reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 1,112 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2020, an estimated $34K.
Braun-Bostich & Associates first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2017 and held it in 11 quarters.
Braun-Bostich & Associates's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $2.19M in Q3 2018.
225 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.