Next Financial Group’s Xtrackers MSCI All World ex US Hedged Equity ETF DBAW Stock Holding History

Next Financial Group’s Portfolio DBAW Stock Details DBAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$192K	Sell	5,688 -472	-8%	-$15.9K	0.01%	914
2021 Q3	$203K	Buy	6,160 +248	+4%	+$8.3K	0.02%	827
2021 Q2	$199K	Buy	5,912 +266	+5%	+$8.87K	0.02%	827
2021 Q1	$184K	Sell	5,646 -669	-11%	-$21.4K	0.02%	804
2020 Q4	$192K	Buy	6,315 +917	+17%	+$26.6K	0.02%	727
2020 Q3	$147K	Buy	+5,398	New	+$148K	0.02%	724
2020 Q2	–	Sell	-3,777	Closed	-$87K	–	870
2020 Q1	$87K	Buy	3,777 +952	+34%	+$25.9K	0.01%	795
2019 Q4	$82K	Buy	2,825 +1,857	+192%	+$52.7K	0.01%	1026
2019 Q3	$27K	Buy	968 +809	+509%	+$22K	﹤0.01%	1326
2019 Q2	$4K	Buy	+159	New	+$4.37K	﹤0.01%	1932
2019 Q1	–	Sell	-158	Closed	-$4K	–	1700
2018 Q4	$4K	Buy	+158	New	+$4.08K	﹤0.01%	1588

Other funds holding DBAW

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Next Financial Group's DBAW Position: Q4 2021 in Review

Next Financial Group reduced its Xtrackers MSCI All World ex US Hedged Equity ETF (DBAW) stake by 7.7% in Q4 2021, selling an estimated $15.9K and leaving 5,688 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #914.

Next Financial Group first reported a position in DBAW in Q4 2018 and has held it in 11 quarters since. The position peaked at $203K in Q3 2021. 29 funds tracked by Wall St. Rank hold DBAW as of Q4 2021.

Next Financial Group held 5,688 shares of Xtrackers MSCI All World ex US Hedged Equity ETF worth $192K as of Q4 2021.
Next Financial Group sold 472 Xtrackers MSCI All World ex US Hedged Equity ETF shares in Q4 2021, an estimated $15.9K.
Xtrackers MSCI All World ex US Hedged Equity ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #914 holding.
Next Financial Group first reported a position in Xtrackers MSCI All World ex US Hedged Equity ETF in Q4 2018 and has held it in 11 quarters since.
Next Financial Group's Xtrackers MSCI All World ex US Hedged Equity ETF position peaked at $203K in Q3 2021.
29 funds tracked by Wall St. Rank held Xtrackers MSCI All World ex US Hedged Equity ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.