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Hefty Wealth Partners’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Hefty Wealth Partners’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
2017
Q2 		– Sell
-42
Closed -$1K – 246
2017
Q1 		$1K Buy
+42
New +$1.22K ﹤0.01% 241

Other funds holding DBEF

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hefty Wealth Partners's DBEF Position: Q2 2017 in Review

Hefty Wealth Partners sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2017, closing a stake of 42 shares — an estimated $1K sold.

Hefty Wealth Partners first reported a position in DBEF in Q1 2017 and held it in 1 quarter. The position peaked at $1K in Q1 2017. 201 funds tracked by Wall St. Rank hold DBEF as of Q2 2017.

  • Hefty Wealth Partners reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q2 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 42 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2017, an estimated $1K.
  • Hefty Wealth Partners first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2017 and held it in 1 quarter.
  • Hefty Wealth Partners's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $1K in Q1 2017.
  • 201 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2017.

Based on Hefty Wealth Partners's 13F filing for Q2 2017, filed 6 Jul 2017.