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Reliant Wealth Planning’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Reliant Wealth Planning’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
2023
Q1 		– Sell
-276,613
Closed -$8.92M – 14
2022
Q4 		$8.92M Buy
276,613
+1,833
+0.7% +$64.5K 5.41% 4
2022
Q3 		$9.2M Buy
274,780
+12,246
+5% +$437K 3.91% 7
2022
Q2 		$9.14M Buy
+262,534
New +$9.64M 3.84% 7

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
GA
Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Reliant Wealth Planning's DBEF Position: Q1 2023 in Review

Reliant Wealth Planning sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2023, closing a stake of 276,613 shares — an estimated $8.92M sold.

Reliant Wealth Planning first reported a position in DBEF in Q2 2022 and held it in 3 quarters. The position peaked at $9.2M in Q3 2022. 244 funds tracked by Wall St. Rank hold DBEF as of Q1 2023.

  • Reliant Wealth Planning reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Reliant Wealth Planning sold 276,613 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2023, an estimated $8.92M.
  • Reliant Wealth Planning first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q2 2022 and held it in 3 quarters.
  • Reliant Wealth Planning's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $9.2M in Q3 2022.
  • 244 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2023.

Based on Reliant Wealth Planning's 13F filing for Q1 2023, filed 19 Apr 2023.