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Plante Moran Financial Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Plante Moran Financial Advisors’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
Q3 		– Sell
-362
Closed -$14K – 942
2021
Q2 		$14K Buy
+362
New +$13.5K ﹤0.01% 629
2020
Q1 		– Sell
-16,400
Closed -$554K – 747
2019
Q4 		$554K Sell
16,400
-375
-2% -$12.4K 0.19% 80
2019
Q3 		$543K Buy
16,775
+4,870
+41% +$154K 0.16% 80
2019
Q2 		$376K Buy
+11,905
New +$378K 0.12% 105
2016
Q1 		– Sell
-801
Closed -$22K – 884
2015
Q4 		$22K Sell
801
-2,246
-74% -$62K 0.02% 426
2015
Q3 		$79K Buy
+3,047
New +$85.6K 0.06% 213
2015
Q2 		– Sell
-2,823
Closed -$85K – 725
2015
Q1 		$85K Buy
+2,823
New +$81.1K 0.06% 203

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $761B 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 $16.2B 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 $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
MFW
Mosaic Family Wealth St. Louis, Missouri $383M AUM 21.14% 1-Year Est. Return