S.E.E.D. Planning Group’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

S.E.E.D. Planning Group’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 Q1	–	Sell	-65,199	Closed	-$2.19M	–	76
2020 Q4	$2.19M	Sell	65,199 -882	-1%	-$28.5K	1.32%	32
2020 Q3	$2.02M	Sell	66,081 -4,187	-6%	-$129K	1.48%	32
2020 Q2	$2.12M	Sell	70,268 -3,368	-5%	-$97.7K	1.66%	32
2020 Q1	$1.97M	Sell	73,636 -2,691	-4%	-$84.7K	1.92%	26
2019 Q4	$2.58M	Buy	+76,327	New	+$2.53M	2.24%	17

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

MFW

Mosaic Family Wealth St. Louis, Missouri $384M AUM 21.14% 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

S.E.E.D. Planning Group's DBEF Position: Q1 2021 in Review

S.E.E.D. Planning Group sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2021, closing a stake of 65,199 shares — an estimated $2.19M sold.

S.E.E.D. Planning Group first reported a position in DBEF in Q4 2019 and held it in 5 quarters. The position peaked at $2.58M in Q4 2019. 228 funds tracked by Wall St. Rank hold DBEF as of Q1 2021.

S.E.E.D. Planning Group reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2021 after selling out during the quarter.
S.E.E.D. Planning Group sold 65,199 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2021, an estimated $2.19M.
S.E.E.D. Planning Group first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2019 and held it in 5 quarters.
S.E.E.D. Planning Group's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $2.58M in Q4 2019.
228 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2021.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2021, filed 21 Apr 2021.