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Orion Portfolio Solutions’s Xtrackers MSCI Emerging Markets Hedged Equity ETF DBEM Stock Holding History

Orion Portfolio Solutions’s Portfolio DBEM Stock Details DBEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17,866
Closed -$392K – 1667
2023
Q3 		$392K Buy
17,866
+21
+0.1% +$475 ﹤0.01% 1290
2023
Q2 		$403K Sell
17,845
-17
-0.1% -$382 ﹤0.01% 1295
2023
Q1 		$398K Buy
+17,862
New +$400K ﹤0.01% 1227

Other funds holding DBEM

KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
TWP
Tower Wealth Partners Lewisburg, Pennsylvania $181M AUM 17.32% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Orion Portfolio Solutions's DBEM Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of Xtrackers MSCI Emerging Markets Hedged Equity ETF (DBEM) in Q4 2023, closing a stake of 17,866 shares — an estimated $392K sold.

Orion Portfolio Solutions first reported a position in DBEM in Q1 2023 and held it in 3 quarters. The position peaked at $403K in Q2 2023. 40 funds tracked by Wall St. Rank hold DBEM as of Q4 2023.

  • Orion Portfolio Solutions reported no remaining Xtrackers MSCI Emerging Markets Hedged Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 17,866 Xtrackers MSCI Emerging Markets Hedged Equity ETF shares in Q4 2023, an estimated $392K.
  • Orion Portfolio Solutions first reported a position in Xtrackers MSCI Emerging Markets Hedged Equity ETF in Q1 2023 and held it in 3 quarters.
  • Orion Portfolio Solutions's Xtrackers MSCI Emerging Markets Hedged Equity ETF position peaked at $403K in Q2 2023.
  • 40 funds tracked by Wall St. Rank held Xtrackers MSCI Emerging Markets Hedged Equity ETF as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.