CIA
Concurrent Investment Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.68M | Buy |
221,229
+8,044
| +4% | +$352K | 0.19% | 114 |
|
|
2025
Q1 | $9.23M | Buy |
213,185
+178,241
| +510% | +$7.72M | 0.22% | 100 |
|
|
2024
Q4 | $1.45M | Buy |
34,944
+13,592
| +64% | +$563K | 0.04% | 398 |
|
|
2024
Q3 | $897K | Buy |
21,352
+6,564
| +44% | +$276K | 0.03% | 486 |
|
|
2024
Q2 | $613K | Buy |
14,788
+3,320
| +29% | +$138K | 0.02% | 530 |
|
|
2024
Q1 | $469K | Sell |
11,468
-395
| -3% | -$16.2K | 0.02% | 566 |
|
|
2023
Q4 | $439K | Buy |
+11,863
| New | +$439K | 0.02% | 520 |
|