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CFM Wealth Partners’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

CFM Wealth 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
2020
Q3 		– Sell
-505
Closed -$15K – 233
2020
Q2 		$15K Hold
505
– – 0.01% 374
2020
Q1 		$14K Hold
505
– – 0.01% 404
2019
Q4 		$17K Buy
+505
New +$16.8K 0.01% 369

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MFW
Mosaic Family Wealth St. Louis, Missouri $384M AUM 21.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFM Wealth Partners's DBEF Position: Q3 2020 in Review

CFM Wealth Partners sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2020, closing a stake of 505 shares — an estimated $15K sold.

CFM Wealth Partners first reported a position in DBEF in Q4 2019 and held it in 3 quarters. The position peaked at $17K in Q4 2019. 213 funds tracked by Wall St. Rank hold DBEF as of Q3 2020.

  • CFM Wealth Partners reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 505 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2020, an estimated $15K.
  • CFM Wealth Partners first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $17K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.