Robertson Stephens Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Robertson Stephens 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
2023 Q2	–	Sell	-11,059	Closed	-$389K	–	429
2023 Q1	$389K	Buy	+11,059	New	+$381K	0.03%	328
2022 Q1	–	Sell	-6,325	Closed	-$248K	–	389
2021 Q4	$248K	Buy	+6,325	New	+$246K	0.02%	348

Other funds holding DBEF

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return

FAG

Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return

Robertson Stephens Wealth Management's DBEF Position: Q2 2023 in Review

Robertson Stephens Wealth Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2023, closing a stake of 11,059 shares — an estimated $389K sold.

Robertson Stephens Wealth Management first reported a position in DBEF in Q4 2021 and held it in 2 quarters. The position peaked at $389K in Q1 2023. 250 funds tracked by Wall St. Rank hold DBEF as of Q2 2023.

Robertson Stephens Wealth Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q2 2023 after selling out during the quarter.
Robertson Stephens Wealth Management sold 11,059 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2023, an estimated $389K.
Robertson Stephens Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2021 and held it in 2 quarters.
Robertson Stephens Wealth Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $389K in Q1 2023.
250 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.