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Sugarloaf Wealth Management’s Xtrackers MSCI Emerging Markets Hedged Equity ETF DBEM Stock Holding History

Sugarloaf Wealth Management’s Portfolio DBEM Stock Details DBEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$30.6K Buy
1,231
+17
+1% +$440 0.01% 353
2024
Q3 		$31.9K Sell
1,214
-74
-6% -$1.85K 0.01% 356
2024
Q2 		$31.9K Buy
1,288
+8
+0.6% +$195 0.01% 341
2024
Q1 		$30.6K Hold
1,280
– – 0.01% 353
2023
Q4 		$29.5K Sell
1,280
-196
-13% -$4.35K 0.01% 341
2023
Q3 		$32.4K Hold
1,476
– – 0.01% 334
2023
Q2 		$33.4K Buy
1,476
+14
+1% +$314 0.01% 334
2023
Q1 		$32.6K Hold
1,462
– – 0.01% 338
2022
Q4 		$31.3K Buy
1,462
+13
+0.9% +$276 0.01% 347
2022
Q3 		$30K Buy
1,449
+12
+0.8% +$266 0.01% 366
2022
Q2 		$32K Hold
1,437
– – 0.01% 351
2022
Q1 		$35K Hold
1,437
– – 0.01% 327
2021
Q4 		$38K Buy
1,437
+9
+0.6% +$244 0.01% 328
2021
Q3 		$39K Buy
1,428
+8
+0.6% +$223 0.01% 312
2021
Q2 		$42K Sell
1,420
-567
-29% -$16.4K 0.01% 299
2021
Q1 		$57 Sell
1,987
-1,282
-39% -$37.6K 0.02% 253
2020
Q4 		$90K Sell
3,269
-788
-19% -$20.5K 0.03% 189
2020
Q3 		$99K Sell
4,057
-610
-13% -$14.8K 0.04% 160
2020
Q2 		$104K Sell
4,667
-1,779
-28% -$37.3K 0.04% 160
2020
Q1 		$123K Sell
6,446
-5,884
-48% -$131K 0.06% 138
2019
Q4 		$293K Buy
+12,330
New +$283K 0.12% 97

Other funds holding DBEM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Sugarloaf Wealth Management's DBEM Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Xtrackers MSCI Emerging Markets Hedged Equity ETF (DBEM) stake by 1.4% in Q4 2024, buying an estimated $440 and bringing the position to 1,231 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #353.

Sugarloaf Wealth Management first reported a position in DBEM in Q4 2019 and has held it in 21 quarters since. The position peaked at $293K in Q4 2019. 41 funds tracked by Wall St. Rank hold DBEM as of Q4 2024.

  • Sugarloaf Wealth Management held 1,231 shares of Xtrackers MSCI Emerging Markets Hedged Equity ETF worth $30.6K as of Q4 2024.
  • Sugarloaf Wealth Management bought 17 Xtrackers MSCI Emerging Markets Hedged Equity ETF shares in Q4 2024, an estimated $440.
  • Xtrackers MSCI Emerging Markets Hedged Equity ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #353 holding.
  • Sugarloaf Wealth Management first reported a position in Xtrackers MSCI Emerging Markets Hedged Equity ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Xtrackers MSCI Emerging Markets Hedged Equity ETF position peaked at $293K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held Xtrackers MSCI Emerging Markets Hedged Equity ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.