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

SVB Wealth’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
2022
Q4 		– Sell
-8,537
Closed -$286K – 1057
2022
Q3 		$286K Buy
8,537
+1,050
+14% +$37.5K ﹤0.01% 715
2022
Q2 		$261K Buy
7,487
+134
+2% +$4.92K ﹤0.01% 604
2022
Q1 		$277K Hold
7,353
– – ﹤0.01% 605
2021
Q4 		$289K Sell
7,353
-397
-5% -$15.4K ﹤0.01% 593
2021
Q3 		$293K Buy
7,750
+4
+0.1% +$153 ﹤0.01% 796
2021
Q2 		$291K Sell
7,746
-800
-9% -$29.9K ﹤0.01% 769
2021
Q1 		$310K Sell
8,546
-1,430
-14% -$50.2K ﹤0.01% 675
2020
Q4 		$335K Buy
9,976
+2,449
+33% +$79.1K ﹤0.01% 589
2020
Q3 		$230K Sell
7,527
-1,216
-14% -$37.4K ﹤0.01% 596
2020
Q2 		$264K Sell
8,743
-2,360
-21% -$68.5K ﹤0.01% 482
2020
Q1 		$298K Sell
11,103
-3,146
-22% -$99K 0.01% 395
2019
Q4 		$481K Sell
14,249
-739
-5% -$24.5K 0.01% 414
2019
Q3 		$485K Sell
14,988
-2,460
-14% -$77.6K 0.01% 382
2019
Q2 		$552K Buy
+17,448
New +$554K 0.02% 371

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return

SVB Wealth's DBEF Position: Q4 2022 in Review

SVB Wealth sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2022, closing a stake of 8,537 shares — an estimated $286K sold.

SVB Wealth first reported a position in DBEF in Q2 2019 and held it in 14 quarters. The position peaked at $552K in Q2 2019. 234 funds tracked by Wall St. Rank hold DBEF as of Q4 2022.

  • SVB Wealth reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2022 after selling out during the quarter.
  • SVB Wealth sold 8,537 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2022, an estimated $286K.
  • SVB Wealth first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q2 2019 and held it in 14 quarters.
  • SVB Wealth's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $552K in Q2 2019.
  • 234 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2022.

Based on SVB Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.