Loring Wolcott & Coolidge Fiduciary Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q3	–	Sell	-2,500	Closed	-$87K	–	607
2022 Q2	$87K	Buy	+2,500	New	+$91.8K	﹤0.01%	371
2021 Q3	–	Sell	-426	Closed	-$16K	–	797
2021 Q2	$16K	Buy	+426	New	+$15.9K	﹤0.01%	562
2019 Q2	–	Sell	-500	Closed	-$16K	–	716
2019 Q1	$16K	Hold	500	–	–	﹤0.01%	533
2018 Q4	$14K	Buy	+500	New	+$15K	﹤0.01%	545
2016 Q1	–	Sell	-127	Closed	-$3K	–	620
2015 Q4	$3K	Buy	+127	New	+$3.51K	﹤0.01%	612

Other funds holding DBEF

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DBEF Position: Q3 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2022, closing a stake of 2,500 shares — an estimated $87K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DBEF in Q4 2015 and held it in 5 quarters. The position peaked at $87K in Q2 2022. 233 funds tracked by Wall St. Rank hold DBEF as of Q3 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 2,500 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2022, an estimated $87K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2015 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $87K in Q2 2022.
233 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.