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Executive Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-47
Closed -$1K – 286
2019
Q2 		$1K Hold
47
– – ﹤0.01% 842
2019
Q1 		$1K Hold
47
– – ﹤0.01% 775
2018
Q4 		$1K Buy
+47
New +$1.41K ﹤0.01% 808

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return

Executive Wealth Management's DBEF Position: Q3 2019 in Review

Executive Wealth Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2019, closing a stake of 47 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in DBEF in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 238 funds tracked by Wall St. Rank hold DBEF as of Q3 2019.

  • Executive Wealth Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 47 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $1K in Q2 2019.
  • 238 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.