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Personal CFO Solutions’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-5,704
Closed -$240K – 486
2024
Q3 		$240K Hold
5,704
– – 0.03% 485
2024
Q2 		$236K Hold
5,704
– – 0.04% 451
2024
Q1 		$233K Hold
5,704
– – 0.04% 475
2023
Q4 		$211K Buy
+5,704
New +$202K 0.04% 475
2023
Q3 		– Sell
-6,185
Closed -$219K – 464
2023
Q2 		$219K Hold
6,185
– – 0.04% 424
2023
Q1 		$218K Sell
6,185
-146
-2% -$5.03K 0.05% 427
2022
Q4 		$204K Buy
+6,331
New +$223K 0.04% 420
2022
Q2 		– Sell
-6,389
Closed -$241K – 447
2022
Q1 		$241K Sell
6,389
-665
-9% -$25.1K 0.05% 392
2021
Q4 		$277K Sell
7,054
-150
-2% -$5.83K 0.05% 348
2021
Q3 		$272K Sell
7,204
-3
-0% -$114 0.06% 318
2021
Q2 		$270K Buy
7,207
+150
+2% +$5.61K 0.06% 323
2021
Q1 		$256K Sell
7,057
-945
-12% -$33.2K 0.06% 307
2020
Q4 		$269K Sell
8,002
-2,051
-20% -$66.2K 0.07% 270
2020
Q3 		$0 Sell
10,053
-1,014
-9% -$31.2K ﹤0.01% 180
2020
Q2 		$334K Sell
11,067
-62,653
-85% -$1.82M 0.1% 193
2020
Q1 		$1.98M Sell
73,720
-4,554
-6% -$143K 0.71% 32
2019
Q4 		$2.67M Buy
78,274
+41,711
+114% +$1.38M 0.76% 24
2019
Q3 		$1.18M Buy
+36,563
New +$1.15M 0.47% 49

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Personal CFO Solutions's DBEF Position: Q4 2024 in Review

Personal CFO Solutions sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2024, closing a stake of 5,704 shares — an estimated $240K sold.

Personal CFO Solutions first reported a position in DBEF in Q3 2019 and held it in 18 quarters. The position peaked at $2.67M in Q4 2019. 366 funds tracked by Wall St. Rank hold DBEF as of Q4 2024.

  • Personal CFO Solutions reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 5,704 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2024, an estimated $240K.
  • Personal CFO Solutions first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q3 2019 and held it in 18 quarters.
  • Personal CFO Solutions's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $2.67M in Q4 2019.
  • 366 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.