MWM
Moran Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$779K | 0.33% | 112 |
|
|
2023
Q2 | $7.75M | Buy |
219,200
+784
| +0.4% | +$27.7K | 0.29% | 123 |
|
|
2023
Q1 | $7.69M | Buy |
218,416
+131,521
| +151% | +$4.63M | 0.29% | 119 |
|
|
2022
Q4 | $2.8M | Buy |
+86,895
| New | +$2.8M | 0.11% | 189 |
|