SPWG
Sage Private Wealth Group’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
272,472
-143,323
| -34% | -$6.27M | 7.64% | 3 |
|
|
2025
Q1 | $18M | Buy |
415,795
+8,726
| +2% | +$378K | 13.63% | 3 |
|
|
2024
Q4 | $16.9M | Buy |
407,069
+32,358
| +9% | +$1.34M | 12.65% | 3 |
|
|
2024
Q3 | $15.7M | Buy |
374,711
+22,392
| +6% | +$941K | 12.4% | 3 |
|
|
2024
Q2 | $14.6M | Buy |
+352,319
| New | +$14.6M | 12.29% | 3 |
|