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Mascoma Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Mascoma Wealth Management’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
Q1 		– Sell
-92
Closed -$3.4K – 459
2023
Q4 		$3.4K Buy
+92
New +$3.26K ﹤0.01% 422
2022
Q4 		– Sell
-234
Closed -$8K – 633
2022
Q3 		$8K Hold
234
– – ﹤0.01% 426
2022
Q2 		$8K Hold
234
– – ﹤0.01% 442
2022
Q1 		$9K Buy
+234
New +$8.83K ﹤0.01% 452

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mascoma Wealth Management's DBEF Position: Q1 2024 in Review

Mascoma Wealth Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2024, closing a stake of 92 shares — an estimated $3.4K sold.

Mascoma Wealth Management first reported a position in DBEF in Q1 2022 and held it in 4 quarters. The position peaked at $9K in Q1 2022. 312 funds tracked by Wall St. Rank hold DBEF as of Q1 2024.

  • Mascoma Wealth Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 92 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2024, an estimated $3.4K.
  • Mascoma Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2022 and held it in 4 quarters.
  • Mascoma Wealth Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $9K in Q1 2022.
  • 312 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2024.

Based on Mascoma Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.