LWM
Liberty Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Buy |
15,861
+342
| +2% | +$15K | 0.11% | 101 |
|
|
2025
Q1 | $672K | Sell |
15,519
-1,688
| -10% | -$73.1K | 0.13% | 78 |
|
|
2024
Q4 | $712K | Buy |
17,207
+167
| +1% | +$6.91K | 0.12% | 94 |
|
|
2024
Q3 | $716K | Buy |
17,040
+468
| +3% | +$19.7K | 0.12% | 95 |
|
|
2024
Q2 | $687K | Buy |
16,572
+195
| +1% | +$8.08K | 0.13% | 94 |
|
|
2024
Q1 | $640K | Sell |
16,377
-412
| -2% | -$16.1K | 0.12% | 94 |
|
|
2023
Q4 | $621K | Buy |
16,789
+20
| +0.1% | +$740 | 0.13% | 87 |
|
|
2023
Q3 | $585K | Buy |
16,769
+1,568
| +10% | +$54.7K | 0.15% | 85 |
|
|
2023
Q2 | $538K | Buy |
15,201
+509
| +3% | +$18K | 0.13% | 87 |
|
|
2023
Q1 | $514K | Buy |
+14,692
| New | +$514K | 0.11% | 124 |
|
|
2021
Q4 | – | Sell |
-241
| Closed | -$9K | – | 375 |
|
|
2021
Q3 | $9K | Hold |
241
| – | – | ﹤0.01% | 833 |
|
|
2021
Q2 | $9K | Hold |
241
| – | – | ﹤0.01% | 673 |
|
|
2021
Q1 | $8K | Hold |
241
| – | – | ﹤0.01% | 631 |
|
|
2020
Q4 | $8K | Hold |
241
| – | – | ﹤0.01% | 625 |
|
|
2020
Q3 | $7K | Buy |
241
+81
| +51% | +$2.35K | ﹤0.01% | 568 |
|
|
2020
Q2 | $5K | Hold |
160
| – | – | ﹤0.01% | 595 |
|
|
2020
Q1 | $4K | Hold |
160
| – | – | ﹤0.01% | 608 |
|
|
2019
Q4 | $5K | Hold |
160
| – | – | ﹤0.01% | 659 |
|
|
2019
Q3 | $5K | Buy |
+160
| New | +$5K | ﹤0.01% | 625 |
|