H&H Retirement Design & Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

H&H Retirement Design & 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
2023 Q1	–	Sell	-18,717	Closed	-$640K	–	60
2022 Q4	$640K	Buy	18,717 +3,087	+20%	+$109K	0.54%	33
2022 Q3	$531K	Sell	15,630 -4,646	-23%	-$166K	0.5%	35
2022 Q2	$736K	Sell	20,276 -3,404	-14%	-$125K	0.54%	34
2022 Q1	$896K	Sell	23,680 -910	-4%	-$34.3K	0.61%	30
2021 Q4	$924K	Buy	+24,590	New	+$955K	0.58%	35

Other funds holding DBEF

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

H&H Retirement Design & Management's DBEF Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2023, closing a stake of 18,717 shares — an estimated $640K sold.

H&H Retirement Design & Management first reported a position in DBEF in Q4 2021 and held it in 5 quarters. The position peaked at $924K in Q4 2021. 244 funds tracked by Wall St. Rank hold DBEF as of Q1 2023.

H&H Retirement Design & Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 18,717 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2023, an estimated $640K.
H&H Retirement Design & Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2021 and held it in 5 quarters.
H&H Retirement Design & Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $924K in Q4 2021.
244 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.