Kiley Juergens Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Kiley Juergens 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
2018 Q4	–	Sell	-55	Closed	-$1K	–	174
2018 Q3	$1K	Hold	55	–	–	﹤0.01%	606
2018 Q2	$1K	Buy	+55	New	+$1.75K	﹤0.01%	544
2018 Q1	–	Sell	-55	Closed	-$1K	–	201
2017 Q4	$1K	Buy	+55	New	+$1.75K	﹤0.01%	647

Other funds holding DBEF

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Kiley Juergens Wealth Management's DBEF Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2018, closing a stake of 55 shares — an estimated $1K sold.

Kiley Juergens Wealth Management first reported a position in DBEF in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 240 funds tracked by Wall St. Rank hold DBEF as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 55 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2018, an estimated $1K.
Kiley Juergens Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $1K in Q3 2018.
240 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.