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Consilio Wealth Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Consilio Wealth Advisors’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
Q1 		– Sell
-7,276
Closed -$287K – 40
2021
Q4 		$287K Buy
+7,276
New +$283K 0.22% 39

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UCFA
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Northwestern Mutual Wealth Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Consilio Wealth Advisors's DBEF Position: Q1 2022 in Review

Consilio Wealth Advisors sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2022, closing a stake of 7,276 shares — an estimated $287K sold.

Consilio Wealth Advisors first reported a position in DBEF in Q4 2021 and held it in 1 quarter. The position peaked at $287K in Q4 2021. 238 funds tracked by Wall St. Rank hold DBEF as of Q1 2022.

  • Consilio Wealth Advisors reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Consilio Wealth Advisors sold 7,276 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2022, an estimated $287K.
  • Consilio Wealth Advisors first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2021 and held it in 1 quarter.
  • Consilio Wealth Advisors's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $287K in Q4 2021.
  • 238 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2022.

Based on Consilio Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.