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Retirement Capital Strategies’s Xtrackers MSCI EAFE ESG Leaders Equity ETF EASG Stock Holding History

Retirement Capital Strategies’s Portfolio EASG Stock Details EASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,303
Closed -$208K – 61
2023
Q2 		$208K Buy
+7,303
New +$209K 0.1% 58

Other funds holding EASG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $105M AUM
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Retirement Capital Strategies's EASG Position: Q3 2023 in Review

Retirement Capital Strategies sold out of Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG) in Q3 2023, closing a stake of 7,303 shares — an estimated $208K sold.

Retirement Capital Strategies first reported a position in EASG in Q2 2023 and held it in 1 quarter. The position peaked at $208K in Q2 2023. 20 funds tracked by Wall St. Rank hold EASG as of Q3 2023.

  • Retirement Capital Strategies reported no remaining Xtrackers MSCI EAFE ESG Leaders Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Retirement Capital Strategies sold 7,303 Xtrackers MSCI EAFE ESG Leaders Equity ETF shares in Q3 2023, an estimated $208K.
  • Retirement Capital Strategies first reported a position in Xtrackers MSCI EAFE ESG Leaders Equity ETF in Q2 2023 and held it in 1 quarter.
  • Retirement Capital Strategies's Xtrackers MSCI EAFE ESG Leaders Equity ETF position peaked at $208K in Q2 2023.
  • 20 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE ESG Leaders Equity ETF as of Q3 2023.

Based on Retirement Capital Strategies's 13F filing for Q3 2023, filed 13 Nov 2023.