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

Harvest Group 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
2020 Q3	–	Sell	-26	Closed	–	–	632
2020 Q2	$0	Hold	26	–	–	﹤0.01%	557
2020 Q1	$0	Hold	26	–	–	﹤0.01%	607
2019 Q4	$0	Sell	26 -1,319	-98%	-$43.8K	﹤0.01%	982
2019 Q3	$43K	Buy	1,345 +852	+173%	+$26.9K	0.05%	84
2019 Q2	$15K	Buy	+493	New	+$15.7K	0.02%	175

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

Harvest Group Wealth Management's DBEF Position: Q3 2020 in Review

Harvest Group Wealth Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2020, closing a stake of 26 shares.

Harvest Group Wealth Management first reported a position in DBEF in Q2 2019 and held it in 5 quarters. The position peaked at $43K in Q3 2019. 213 funds tracked by Wall St. Rank hold DBEF as of Q3 2020.

Harvest Group Wealth Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 26 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2020.
Harvest Group Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q2 2019 and held it in 5 quarters.
Harvest Group Wealth Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $43K in Q3 2019.
213 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2020.

Based on Harvest Group Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2020.