Burt Wealth Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Burt Wealth Advisors’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
2021 Q1	–	Sell	-2,001	Closed	-$67K	–	149
2020 Q4	$67K	Hold	2,001	–	–	0.02%	157
2020 Q3	$61K	Hold	2,001	–	–	0.02%	159
2020 Q2	$60K	Hold	2,001	–	–	0.02%	166
2020 Q1	$54K	Hold	2,001	–	–	0.02%	160
2019 Q4	$68K	Hold	2,001	–	–	0.03%	152
2019 Q3	$65K	Hold	2,001	–	–	0.03%	153
2019 Q2	$63K	Hold	2,001	–	–	0.03%	153
2019 Q1	$62K	Hold	2,001	–	–	0.03%	160
2018 Q4	$56K	Hold	2,001	–	–	0.03%	166
2018 Q3	$65K	Hold	2,001	–	–	0.03%	168
2018 Q2	$63K	Hold	2,001	–	–	0.03%	160
2018 Q1	$61K	Hold	2,001	–	–	0.03%	162
2017 Q4	$64K	Hold	2,001	–	–	0.04%	162
2017 Q3	$62K	Hold	2,001	–	–	0.04%	159
2017 Q2	$60K	Hold	2,001	–	–	0.04%	168
2017 Q1	$59K	Hold	2,001	–	–	0.04%	151
2016 Q4	$56K	Hold	2,001	–	–	0.05%	159
2016 Q3	$52K	Hold	2,001	–	–	0.06%	153
2016 Q2	$50K	Hold	2,001	–	–	0.06%	153
2016 Q1	$51K	Sell	2,001 -934	-32%	-$23.6K	0.05%	164
2015 Q4	$79K	Buy	+2,935	New	+$81K	0.06%	118

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

MFW

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

FAG

Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return

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

Burt Wealth Advisors's DBEF Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2021, closing a stake of 2,001 shares — an estimated $67K sold.

Burt Wealth Advisors first reported a position in DBEF in Q4 2015 and held it in 21 quarters. The position peaked at $79K in Q4 2015. 228 funds tracked by Wall St. Rank hold DBEF as of Q1 2021.

Burt Wealth Advisors reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 2,001 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2021, an estimated $67K.
Burt Wealth Advisors first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2015 and held it in 21 quarters.
Burt Wealth Advisors's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $79K in Q4 2015.
228 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.