Cedar Brook Financial Partners’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Cedar Brook Financial Partners’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
2024 Q2	–	Sell	-9,987	Closed	-$409K	–	100
2024 Q1	$409K	Buy	9,987 +299	+3%	+$11.6K	0.08%	244
2023 Q4	$360K	Buy	9,688 +9	+0.1%	+$319	0.08%	247
2023 Q3	$338K	Buy	9,679 +322	+3%	+$11.3K	0.09%	229
2023 Q2	$331K	Buy	+9,357	New	+$337K	0.08%	261

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

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

Geller Advisors New York $1.52B AUM 20.7% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Cedar Brook Financial Partners's DBEF Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2024, closing a stake of 9,987 shares — an estimated $409K sold.

Cedar Brook Financial Partners first reported a position in DBEF in Q2 2023 and held it in 4 quarters. The position peaked at $409K in Q1 2024. 328 funds tracked by Wall St. Rank hold DBEF as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 9,987 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2024, an estimated $409K.
Cedar Brook Financial Partners first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q2 2023 and held it in 4 quarters.
Cedar Brook Financial Partners's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $409K in Q1 2024.
328 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.