LGWM
DBEF icon

Litman Gregory Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Litman Gregory 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
2020
Q4 		– Sell
-894
Closed -$27K – 202
2020
Q3 		$27K Buy
+894
New +$27.5K 0.01% 114

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
MFW
Mosaic Family Wealth St. Louis, Missouri $384M AUM 21.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Litman Gregory Wealth Management's DBEF Position: Q4 2020 in Review

Litman Gregory Wealth Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2020, closing a stake of 894 shares — an estimated $27K sold.

Litman Gregory Wealth Management first reported a position in DBEF in Q3 2020 and held it in 1 quarter. The position peaked at $27K in Q3 2020. 225 funds tracked by Wall St. Rank hold DBEF as of Q4 2020.

  • Litman Gregory Wealth Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 894 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2020, an estimated $27K.
  • Litman Gregory Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q3 2020 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $27K in Q3 2020.
  • 225 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2020, filed 5 Feb 2021.