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	–	941
2021 Q2	$14K	Buy	+362	New	+$13.5K	﹤0.01%	629
2020 Q1	–	Sell	-16,400	Closed	-$554K	–	746
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 New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $384M AUM 21.14% 1-Year Est. Return

Plante Moran Financial Advisors's DBEF Position: Q3 2021 in Review

Plante Moran Financial Advisors sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2021, closing a stake of 362 shares — an estimated $14K sold.

Plante Moran Financial Advisors first reported a position in DBEF in Q1 2015 and held it in 7 quarters. The position peaked at $554K in Q4 2019. 236 funds tracked by Wall St. Rank hold DBEF as of Q3 2021.

Plante Moran Financial Advisors reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 362 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2021, an estimated $14K.
Plante Moran Financial Advisors first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2015 and held it in 7 quarters.
Plante Moran Financial Advisors's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $554K in Q4 2019.
236 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.