PWM
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PRW Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

PRW Wealth Management’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
-14,181
Closed -$532K – 138
2021
Q2 		$532K Buy
+14,181
New +$530K 0.16% 155

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
LPL Financial
LPL Financial San Diego, California $377B 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 $384M AUM 21.14% 1-Year Est. Return

PRW Wealth Management's DBEF Position: Q3 2021 in Review

PRW Wealth Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2021, closing a stake of 14,181 shares — an estimated $532K sold.

PRW Wealth Management first reported a position in DBEF in Q2 2021 and held it in 1 quarter. The position peaked at $532K in Q2 2021. 236 funds tracked by Wall St. Rank hold DBEF as of Q3 2021.

  • PRW Wealth Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 14,181 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2021, an estimated $532K.
  • PRW Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $532K in Q2 2021.
  • 236 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.