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

Moran 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
2023 Q4	–	Sell	-241,513	Closed	-$8.43M	–	426
2023 Q3	$8.43M	Buy	241,513 +22,313	+10%	+$784K	0.33%	112
2023 Q2	$7.75M	Buy	219,200 +784	+0.4%	+$28.2K	0.29%	123
2023 Q1	$7.69M	Buy	218,416 +131,521	+151%	+$4.53M	0.29%	119
2022 Q4	$2.8M	Buy	+86,895	New	+$3.06M	0.11%	189

Other funds holding DBEF

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UCFA

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Moran Wealth Management's DBEF Position: Q4 2023 in Review

Moran Wealth Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2023, closing a stake of 241,513 shares — an estimated $8.43M sold.

Moran Wealth Management first reported a position in DBEF in Q4 2022 and held it in 4 quarters. The position peaked at $8.43M in Q3 2023. 295 funds tracked by Wall St. Rank hold DBEF as of Q4 2023.

Moran Wealth Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2023 after selling out during the quarter.
Moran Wealth Management sold 241,513 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2023, an estimated $8.43M.
Moran Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2022 and held it in 4 quarters.
Moran Wealth Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $8.43M in Q3 2023.
295 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2023.

Based on Moran Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.