Mariner Independent Advisor Network’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Mariner Independent Advisor Network’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	$1.51M	Sell	45,210 -4,244	-9%	-$151K	0.07%	300
2022 Q2	$1.74M	Sell	49,454 -11	-0%	-$404	0.07%	275
2022 Q1	$1.88M	Buy	49,465 +2,690	+6%	+$102K	0.07%	272
2021 Q4	$1.85M	Buy	46,775 +695	+2%	+$27K	0.09%	237
2021 Q3	$1.74M	Sell	46,080 -160	-0.3%	-$6.1K	0.09%	252
2021 Q2	$1.74M	Sell	46,240 -860	-2%	-$32.1K	0.08%	263
2021 Q1	$1.71M	Sell	47,100 -2,209	-4%	-$77.6K	0.09%	231
2020 Q4	$1.66M	Sell	49,309 -10,336	-17%	-$334K	0.09%	230
2020 Q3	$1.82M	Sell	59,645 -1,850	-3%	-$56.9K	0.15%	151
2020 Q2	$1.86M	Sell	61,495 -12,795	-17%	-$371K	0.17%	143
2020 Q1	$1.92M	Buy	74,290 +2,804	+4%	+$88.3K	0.17%	134
2019 Q4	$2.42M	Sell	71,486 -463	-0.6%	-$15.4K	0.17%	127
2019 Q3	$2.31M	Sell	71,949 -5,775	-7%	-$182K	0.18%	129
2019 Q2	$2.48M	Sell	77,724 -1,724	-2%	-$54.7K	0.19%	129
2019 Q1	$2.51M	Sell	79,448 -7,663	-9%	-$230K	0.21%	112
2018 Q4	$2.51M	Buy	+87,111	New	+$2.62M	0.22%	110
2018 Q3	–	Sell	-71,582	Closed	-$2.25M	–	238
2018 Q2	$2.25M	Buy	71,582 +18,887	+36%	+$602K	0.4%	61
2018 Q1	$1.62M	Sell	52,695 -19,827	-27%	-$623K	0.1%	162
2017 Q4	$2.31M	Buy	+72,522	New	+$2.3M	0.24%	99
2017 Q3	–	Sell	-112,807	Closed	-$3.39M	–	163
2017 Q2	$3.39M	Buy	+112,807	New	+$3.42M	0.49%	66

Other funds holding DBEF

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $672B AUM 33.48% 1-Year Est. Return

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

Mariner Independent Advisor Network's DBEF Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) stake by 8.6% in Q3 2022, selling an estimated $151K and leaving 45,210 shares worth $1.51M. The position accounts for 0.07% of the portfolio, ranked #300.

Mariner Independent Advisor Network first reported a position in DBEF in Q2 2017 and has held it in 20 quarters since. The position peaked at $3.39M in Q2 2017. 233 funds tracked by Wall St. Rank hold DBEF as of Q3 2022.

Mariner Independent Advisor Network held 45,210 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $1.51M as of Q3 2022.
Mariner Independent Advisor Network sold 4,244 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2022, an estimated $151K.
Xtrackers MSCI EAFE Hedged Equity ETF made up 0.07% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #300 holding.
Mariner Independent Advisor Network first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q2 2017 and has held it in 20 quarters since.
Mariner Independent Advisor Network's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $3.39M in Q2 2017.
233 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.