Lumature Wealth Partners’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$230K	Sell	6,496 -565	-8%	-$20.3K	0.14%	146
2023 Q1	$249K	Buy	7,061 +103	+1%	+$3.55K	0.14%	134
2022 Q4	$224K	Sell	6,958 -1,655	-19%	-$58.2K	0.13%	138
2022 Q3	$288K	Sell	8,613 -985	-10%	-$35.2K	0.15%	105
2022 Q2	$334K	Sell	9,598 -2,566	-21%	-$94.2K	0.15%	107
2022 Q1	$459K	Sell	12,164 -2,364	-16%	-$89.2K	0.18%	101
2021 Q4	$570K	Sell	14,528 -339	-2%	-$13.2K	0.22%	89
2021 Q3	$561K	Sell	14,867 -1,046	-7%	-$39.9K	0.23%	87
2021 Q2	$597K	Sell	15,913 -1,018	-6%	-$38.1K	0.25%	86
2021 Q1	$615K	Sell	16,931 -2,563	-13%	-$90K	0.32%	69
2020 Q4	$655K	Buy	+19,494	New	+$629K	0.62%	40

Other funds holding DBEF

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return

FAG

Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return

Lumature Wealth Partners's DBEF Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) stake by 8% in Q2 2023, selling an estimated $20.3K and leaving 6,496 shares worth $230K. The position accounts for 0.14% of the portfolio, ranked #146.

Lumature Wealth Partners first reported a position in DBEF in Q4 2020 and has held it in 11 quarters since. The position peaked at $655K in Q4 2020. 250 funds tracked by Wall St. Rank hold DBEF as of Q2 2023.

Lumature Wealth Partners held 6,496 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $230K as of Q2 2023.
Lumature Wealth Partners sold 565 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2023, an estimated $20.3K.
Xtrackers MSCI EAFE Hedged Equity ETF made up 0.14% of Lumature Wealth Partners's portfolio in Q2 2023, its #146 holding.
Lumature Wealth Partners first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $655K in Q4 2020.
250 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.