JFS Wealth Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $440K | Sell |
10,054
-1,500
| -13% | -$65.6K | 0.03% | 216 |
|
2025
Q1 | $500K | Hold |
11,554
| – | – | 0.03% | 200 |
|
2024
Q4 | $478K | Hold |
11,554
| – | – | 0.03% | 199 |
|
2024
Q3 | $486K | Buy |
11,554
+9,500
| +463% | +$399K | 0.03% | 200 |
|
2024
Q2 | $85.1K | Hold |
2,054
| – | – | 0.01% | 335 |
|
2024
Q1 | $84.1K | Hold |
2,054
| – | – | 0.01% | 347 |
|
2023
Q4 | $76K | Hold |
2,054
| – | – | 0.01% | 352 |
|
2023
Q3 | $71.7K | Buy |
+2,054
| New | +$71.7K | 0.01% | 328 |
|