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Householder Group Estate & Retirement Specialist’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-935
Closed -$39K – 684
2024
Q3 		$39K Hold
935
– – 0.01% 528
2024
Q2 		$38K Buy
935
+5
+0.5% +$206 0.01% 526
2024
Q1 		$38.1K Hold
930
– – 0.01% 532
2023
Q4 		$34K Buy
930
+1
+0.1% +$35 0.01% 538
2023
Q3 		$32.4K Buy
+929
New +$32.6K 0.01% 536

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DBEF Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2024, closing a stake of 935 shares — an estimated $39K sold.

Householder Group Estate & Retirement Specialist first reported a position in DBEF in Q3 2023 and held it in 5 quarters. The position peaked at $39K in Q3 2024. 367 funds tracked by Wall St. Rank hold DBEF as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 935 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2024, an estimated $39K.
  • Householder Group Estate & Retirement Specialist first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q3 2023 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $39K in Q3 2024.
  • 367 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.