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Mosaic Financial Group’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Mosaic Financial Group’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
Q3 		– Sell
-33,450
Closed -$1.39M – 127
2024
Q2 		$1.39M Hold
33,450
– – 1% 27
2024
Q1 		$1.37M Buy
+33,450
New +$1.29M 1.1% 26

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mosaic Financial Group's DBEF Position: Q3 2024 in Review

Mosaic Financial Group sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2024, closing a stake of 33,450 shares — an estimated $1.39M sold.

Mosaic Financial Group first reported a position in DBEF in Q1 2024 and held it in 2 quarters. The position peaked at $1.39M in Q2 2024. 335 funds tracked by Wall St. Rank hold DBEF as of Q3 2024.

  • Mosaic Financial Group reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Mosaic Financial Group sold 33,450 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2024, an estimated $1.39M.
  • Mosaic Financial Group first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2024 and held it in 2 quarters.
  • Mosaic Financial Group's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $1.39M in Q2 2024.
  • 335 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2024.

Based on Mosaic Financial Group's 13F filing for Q3 2024, filed 15 Nov 2024.