DWA
DBEF icon

Dougherty Wealth Advisers’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Dougherty Wealth Advisers’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
2021
Q4 		– Sell
-175
Closed -$7K – 137
2021
Q3 		$7K Buy
+175
New +$6.67K 0.01% 133

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
MFW
Mosaic Family Wealth St. Louis, Missouri $384M AUM 21.14% 1-Year Est. Return

Dougherty Wealth Advisers's DBEF Position: Q4 2021 in Review

Dougherty Wealth Advisers sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2021, closing a stake of 175 shares — an estimated $7K sold.

Dougherty Wealth Advisers first reported a position in DBEF in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 248 funds tracked by Wall St. Rank hold DBEF as of Q4 2021.

  • Dougherty Wealth Advisers reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 175 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2021, an estimated $7K.
  • Dougherty Wealth Advisers first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q3 2021 and held it in 1 quarter.
  • Dougherty Wealth Advisers's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $7K in Q3 2021.
  • 248 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2021.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2021, filed 27 Jan 2022.