Harborview Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Harborview Advisors’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
2020 Q3	–	Sell	-7,000	Closed	-$212K	–	93
2020 Q2	$212K	Sell	7,000 -14,000	-67%	-$406K	0.18%	82
2020 Q1	$563K	Sell	21,000 -2,350	-10%	-$74K	0.56%	36
2019 Q4	$789K	Hold	23,350	–	–	0.6%	33
2019 Q3	$755K	Hold	23,350	–	–	0.61%	32
2019 Q2	$738K	Hold	23,350	–	–	0.6%	36
2019 Q1	$729K	Buy	23,350 +650	+3%	+$19.5K	0.63%	36
2018 Q4	$633K	Buy	22,700 +4,100	+22%	+$123K	0.74%	28
2018 Q3	$602K	Hold	18,600	–	–	0.61%	30
2018 Q2	$584K	Buy	18,600 +2,000	+12%	+$63.7K	0.54%	37
2018 Q1	$510K	Hold	16,600	–	–	0.48%	38
2017 Q4	$528K	Buy	+16,600	New	+$527K	0.51%	37

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

MFW

Mosaic Family Wealth St. Louis, Missouri $384M AUM 21.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harborview Advisors's DBEF Position: Q3 2020 in Review

Harborview Advisors sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2020, closing a stake of 7,000 shares — an estimated $212K sold.

Harborview Advisors first reported a position in DBEF in Q4 2017 and held it in 11 quarters. The position peaked at $789K in Q4 2019. 213 funds tracked by Wall St. Rank hold DBEF as of Q3 2020.

Harborview Advisors reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2020 after selling out during the quarter.
Harborview Advisors sold 7,000 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2020, an estimated $212K.
Harborview Advisors first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2017 and held it in 11 quarters.
Harborview Advisors's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $789K in Q4 2019.
213 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2020.

Based on Harborview Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.