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Lockerman Financial Group’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Lockerman Financial Group’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
2022
Q2 		– Sell
-5,384
Closed -$203K – 66
2022
Q1 		$203K Buy
+5,384
New +$203K 0.55% 71

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Northwestern Mutual Wealth Management
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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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lockerman Financial Group's DBEF Position: Q2 2022 in Review

Lockerman Financial Group sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2022, closing a stake of 5,384 shares — an estimated $203K sold.

Lockerman Financial Group first reported a position in DBEF in Q1 2022 and held it in 1 quarter. The position peaked at $203K in Q1 2022. 241 funds tracked by Wall St. Rank hold DBEF as of Q2 2022.

  • Lockerman Financial Group reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Lockerman Financial Group sold 5,384 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2022, an estimated $203K.
  • Lockerman Financial Group first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2022 and held it in 1 quarter.
  • Lockerman Financial Group's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $203K in Q1 2022.
  • 241 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2022.

Based on Lockerman Financial Group's 13F filing for Q2 2022, filed 22 Jul 2022.