NFP
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Novak Financial Planning’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Novak Financial Planning’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
2021
Q2 		$1.39M Hold
37,079
– – 0.68% 49
2021
Q1 		$1.35M Buy
37,079
+1,876
+5% +$65.9K 0.74% 45
2020
Q4 		$1.18M Buy
+35,203
New +$1.14M 0.7% 42

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFW
Mosaic Family Wealth St. Louis, Missouri $384M AUM 21.14% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Novak Financial Planning's DBEF Position: Q2 2021 in Review

Novak Financial Planning held its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) position steady in Q2 2021 at 37,079 shares worth $1.39M. The position accounts for 0.68% of the portfolio, ranked #49.

Novak Financial Planning first reported a position in DBEF in Q4 2020 and has held it in 3 quarters since. 234 funds tracked by Wall St. Rank hold DBEF as of Q2 2021.

  • Novak Financial Planning held 37,079 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $1.39M as of Q2 2021.
  • Novak Financial Planning left its Xtrackers MSCI EAFE Hedged Equity ETF share count unchanged in Q2 2021.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up 0.68% of Novak Financial Planning's portfolio in Q2 2021, its #49 holding.
  • Novak Financial Planning first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2020 and has held it in 3 quarters since.
  • 234 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.