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Cornerstone Planning Group’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Cornerstone Planning Group’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
2023
Q3 		– Sell
-65
Closed -$2.3K – 1234
2023
Q2 		$2.3K Buy
+65
New +$2.34K ﹤0.01% 1116
2022
Q4 		$2.21K Buy
+65
New +$2.29K ﹤0.01% 1154

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
GA
Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cornerstone Planning Group's DBEF Position: Q3 2023 in Review

Cornerstone Planning Group sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2023, closing a stake of 65 shares — an estimated $2.3K sold.

Cornerstone Planning Group first reported a position in DBEF in Q4 2022 and held it in 2 quarters. The position peaked at $2.3K in Q2 2023. 259 funds tracked by Wall St. Rank hold DBEF as of Q3 2023.

  • Cornerstone Planning Group reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 65 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2023, an estimated $2.3K.
  • Cornerstone Planning Group first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2022 and held it in 2 quarters.
  • Cornerstone Planning Group's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $2.3K in Q2 2023.
  • 259 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2023.

Based on Cornerstone Planning Group's 13F filing for Q3 2023, filed 8 Nov 2023.