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Crumly & Associates’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Crumly & Associates’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
Q4 		– Sell
-232,298
Closed -$7.78M – 102
2022
Q3 		$7.78M Buy
232,298
+31,968
+16% +$1.14M 3.21% 13
2022
Q2 		$6.97M Buy
200,330
+46,625
+30% +$1.71M 2.9% 13
2022
Q1 		$5.8M Buy
153,705
+73,630
+92% +$2.78M 2.17% 15
2021
Q4 		$3.03M Buy
80,075
+28,108
+54% +$1.09M 1.2% 22
2021
Q3 		$1.96M Sell
51,967
-128
-0.2% -$4.88K 0.91% 24
2021
Q2 		$1.96M Sell
52,095
-2,839
-5% -$106K 0.95% 25
2021
Q1 		$2M Sell
54,934
-4,541
-8% -$160K 1.17% 24
2020
Q4 		$2.06M Sell
59,475
-97,591
-62% -$3.15M 1.45% 19
2020
Q3 		$4.81M Buy
157,066
+4,599
+3% +$141K 4.11% 9
2020
Q2 		$4.61M Buy
152,467
+7,155
+5% +$208K 4.32% 8
2020
Q1 		$3.89M Sell
145,312
-19,796
-12% -$623K 4.78% 9
2019
Q4 		$5.58M Buy
+165,108
New +$5.48M 5.78% 6

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
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
GA
Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return

Crumly & Associates's DBEF Position: Q4 2022 in Review

Crumly & Associates sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2022, closing a stake of 232,298 shares — an estimated $7.78M sold.

Crumly & Associates first reported a position in DBEF in Q4 2019 and held it in 12 quarters. The position peaked at $7.78M in Q3 2022. 234 funds tracked by Wall St. Rank hold DBEF as of Q4 2022.

  • Crumly & Associates reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Crumly & Associates sold 232,298 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2022, an estimated $7.78M.
  • Crumly & Associates first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2019 and held it in 12 quarters.
  • Crumly & Associates's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $7.78M in Q3 2022.
  • 234 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2022.

Based on Crumly & Associates's 13F filing for Q4 2022, filed 3 Mar 2023.