CFO4Life’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

CFO4Life’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
2022 Q4	$326K	Buy	+10,115	New	+$356K	0.07%	125
2016 Q4	$8.94M	Buy	318,736 +60,730	+24%	+$1.64M	7.39%	2
2016 Q3	$6.81M	Sell	258,006 -70,782	-22%	-$1.83M	5.9%	2
2016 Q2	$8.22M	Sell	328,788 -60,159	-15%	-$1.54M	7.03%	2
2016 Q1	$9.93M	Sell	388,947 -63,068	-14%	-$1.59M	8.9%	2
2015 Q4	$12.3M	Buy	452,015 +193,189	+75%	+$5.33M	11.66%	2
2015 Q3	$6.75M	Buy	258,826 +109,267	+73%	+$3.07M	7.18%	3
2015 Q2	$4.28M	Buy	149,559 +11,675	+8%	+$355K	3.57%	5
2015 Q1	$4.13M	Buy	137,884 +84,935	+160%	+$2.44M	3.44%	6
2014 Q4	$1.43M	Buy	+52,949	New	+$1.46M	1.18%	12

Other funds holding DBEF

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UCFA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FAG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CFO4Life's DBEF Position: Q4 2022 in Review

CFO4Life opened a new position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2022: 10,115 shares worth $326K. The stake represents 0.07% of the portfolio and ranks #125 among its holdings. This is a return to the name: CFO4Life previously reported a position in DBEF as recently as Q4 2016.

CFO4Life first reported a position in DBEF in Q4 2014 and has held it in 10 quarters since. The position peaked at $12.3M in Q4 2015. 234 funds tracked by Wall St. Rank hold DBEF as of Q4 2022.

CFO4Life held 10,115 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $326K as of Q4 2022.
Xtrackers MSCI EAFE Hedged Equity ETF was a new CFO4Life position in Q4 2022.
Xtrackers MSCI EAFE Hedged Equity ETF made up 0.07% of CFO4Life's portfolio in Q4 2022, its #125 holding.
CFO4Life first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2014 and has held it in 10 quarters since.
CFO4Life's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $12.3M in Q4 2015.
234 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.