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

Spire 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	-36	Closed	-$1.27K	–	2423
2023 Q1	$1.27K	Hold	36	–	–	﹤0.01%	2359
2022 Q4	$1K	Hold	36	–	–	﹤0.01%	2160
2022 Q3	$1K	Hold	36	–	–	﹤0.01%	2057
2022 Q2	$1K	Sell	36 -658	-95%	-$24.2K	﹤0.01%	2485
2022 Q1	$26K	Hold	694	–	–	﹤0.01%	1698
2021 Q4	$27K	Sell	694 -406	-37%	-$15.8K	﹤0.01%	2005
2021 Q3	$42K	Sell	1,100 -109	-9%	-$4.16K	﹤0.01%	1544
2021 Q2	$45K	Buy	1,209 +16	+1%	+$598	﹤0.01%	1520
2021 Q1	$43K	Buy	+1,193	New	+$41.9K	﹤0.01%	1798

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

Spire Wealth Management's DBEF Position: Q2 2023 in Review

Spire Wealth Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2023, closing a stake of 36 shares — an estimated $1.27K sold.

Spire Wealth Management first reported a position in DBEF in Q1 2021 and held it in 9 quarters. The position peaked at $45K in Q2 2021. 250 funds tracked by Wall St. Rank hold DBEF as of Q2 2023.

Spire Wealth Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 36 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2023, an estimated $1.27K.
Spire Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2021 and held it in 9 quarters.
Spire Wealth Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $45K in Q2 2021.
250 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.