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Consilium Wealth Advisory’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Consilium Wealth Advisory’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
-6,555
Closed -$257K – 84
2021
Q4 		$257K Buy
+6,555
New +$255K 0.17% 79

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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

Consilium Wealth Advisory's DBEF Position: Q1 2022 in Review

Consilium Wealth Advisory sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2022, closing a stake of 6,555 shares — an estimated $257K sold.

Consilium Wealth Advisory first reported a position in DBEF in Q4 2021 and held it in 1 quarter. The position peaked at $257K in Q4 2021. 238 funds tracked by Wall St. Rank hold DBEF as of Q1 2022.

  • Consilium Wealth Advisory reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Consilium Wealth Advisory sold 6,555 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2022, an estimated $257K.
  • Consilium Wealth Advisory first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2021 and held it in 1 quarter.
  • Consilium Wealth Advisory's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $257K in Q4 2021.
  • 238 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2022.

Based on Consilium Wealth Advisory's 13F filing for Q1 2022, filed 18 Apr 2022.