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

Concord 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
2022 Q2	–	Sell	-59	Closed	-$2K	–	1262
2022 Q1	$2K	Hold	59	–	–	﹤0.01%	1082
2021 Q4	$2K	Sell	59 -20	-25%	-$777	﹤0.01%	1114
2021 Q3	$3K	Sell	79 -39	-33%	-$1.49K	﹤0.01%	674
2021 Q2	$4K	Hold	118	–	–	﹤0.01%	759
2021 Q1	$4K	Hold	118	–	–	﹤0.01%	705
2020 Q4	$4K	Buy	+118	New	+$3.81K	﹤0.01%	433

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Concord Wealth Partners's DBEF Position: Q2 2022 in Review

Concord Wealth Partners sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2022, closing a stake of 59 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in DBEF in Q4 2020 and held it in 6 quarters. The position peaked at $4K in Q2 2021. 241 funds tracked by Wall St. Rank hold DBEF as of Q2 2022.

Concord Wealth Partners reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q2 2022 after selling out during the quarter.
Concord Wealth Partners sold 59 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2022, an estimated $2K.
Concord Wealth Partners first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2020 and held it in 6 quarters.
Concord Wealth Partners's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $4K in Q2 2021.
241 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.