Cambridge Trust’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Cambridge Trust’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
2023 Q2	–	Sell	-100	Closed	-$3.52K	–	707
2023 Q1	$3.52K	Sell	100 -95	-49%	-$3.27K	﹤0.01%	699
2022 Q4	$6K	Hold	195	–	–	﹤0.01%	679
2022 Q3	$7K	Hold	195	–	–	﹤0.01%	682
2022 Q2	$7K	Hold	195	–	–	﹤0.01%	716
2022 Q1	$7K	Sell	195 -263	-57%	-$9.92K	﹤0.01%	784
2021 Q4	$18K	Buy	+458	New	+$17.8K	﹤0.01%	705

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

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

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

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

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

Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return

FAG

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

Cambridge Trust's DBEF Position: Q2 2023 in Review

Cambridge Trust sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2023, closing a stake of 100 shares — an estimated $3.52K sold.

Cambridge Trust first reported a position in DBEF in Q4 2021 and held it in 6 quarters. The position peaked at $18K in Q4 2021. 250 funds tracked by Wall St. Rank hold DBEF as of Q2 2023.

Cambridge Trust reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q2 2023 after selling out during the quarter.
Cambridge Trust sold 100 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2023, an estimated $3.52K.
Cambridge Trust first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2021 and held it in 6 quarters.
Cambridge Trust's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $18K in Q4 2021.
250 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2023.

Based on Cambridge Trust's 13F filing for Q2 2023, filed 25 Jul 2023.