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Lloyd Advisory Services’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Lloyd Advisory Services’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
Q2 		– Sell
-26,718
Closed -$1.09M – 118
2024
Q1 		$1.09M Buy
+26,718
New +$1.03M 0.23% 77

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lloyd Advisory Services's DBEF Position: Q2 2024 in Review

Lloyd Advisory Services sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2024, closing a stake of 26,718 shares — an estimated $1.09M sold.

Lloyd Advisory Services first reported a position in DBEF in Q1 2024 and held it in 1 quarter. The position peaked at $1.09M in Q1 2024. 328 funds tracked by Wall St. Rank hold DBEF as of Q2 2024.

  • Lloyd Advisory Services reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Lloyd Advisory Services sold 26,718 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2024, an estimated $1.09M.
  • Lloyd Advisory Services first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2024 and held it in 1 quarter.
  • Lloyd Advisory Services's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $1.09M in Q1 2024.
  • 328 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2024.

Based on Lloyd Advisory Services's 13F filing for Q2 2024, filed 5 Aug 2024.