Rowlandmiller & Partners’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Rowlandmiller & Partners’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 Q4	–	Sell	-4,314	Closed	-$130K	–	188
2021 Q3	$130K	Buy	+4,314	New	+$165K	0.04%	142
2020 Q4	–	Sell	-4,314	Closed	-$116K	–	162
2020 Q3	$116K	Hold	4,314	–	–	0.05%	138
2020 Q2	$130K	Hold	4,314	–	–	0.04%	142
2020 Q1	$116K	Buy	+4,314	New	+$136K	0.05%	138

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

UCFA

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

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

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

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

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

FAG

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

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

MFW

Mosaic Family Wealth St. Louis, Missouri $384M AUM 21.14% 1-Year Est. Return

Rowlandmiller & Partners's DBEF Position: Q4 2021 in Review

Rowlandmiller & Partners sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2021, closing a stake of 4,314 shares — an estimated $130K sold.

Rowlandmiller & Partners first reported a position in DBEF in Q1 2020 and held it in 4 quarters. The position peaked at $130K in Q3 2021. 248 funds tracked by Wall St. Rank hold DBEF as of Q4 2021.

Rowlandmiller & Partners reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2021 after selling out during the quarter.
Rowlandmiller & Partners sold 4,314 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2021, an estimated $130K.
Rowlandmiller & Partners first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2020 and held it in 4 quarters.
Rowlandmiller & Partners's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $130K in Q3 2021.
248 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2021.

Based on Rowlandmiller & Partners's 13F filing for Q4 2021, filed 14 Feb 2022.