Sweet Financial Partners’s Xtrackers MSCI All World ex US Hedged Equity ETF DBAW Stock Holding History

Sweet Financial Partners’s Portfolio DBAW Stock Details DBAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$807K	Hold	23,130	–	–	0.17%	92
2024 Q2	$772K	Hold	23,130	–	–	0.18%	91
2024 Q1	$759K	Sell	23,130 -295	-1%	-$9.21K	0.18%	91
2023 Q4	$708K	Buy	23,425 +2,500	+12%	+$72.3K	0.17%	92
2023 Q3	$597K	Hold	20,925	–	–	0.16%	90
2023 Q2	$606K	Sell	20,925 -2,406	-10%	-$70.5K	0.16%	93
2023 Q1	$675K	Sell	23,331 -30,256	-56%	-$866K	0.19%	85
2022 Q4	$1.44M	Buy	53,587 +2,793	+5%	+$80.7K	0.42%	36
2022 Q3	$1.41M	Sell	50,794 -3,611	-7%	-$107K	0.45%	27
2022 Q2	$1.6M	Sell	54,405 -422,678	-89%	-$13.1M	0.5%	29
2022 Q1	$15.4M	Buy	477,083 +402,632	+541%	+$13.1M	4.11%	6
2021 Q4	$2.51M	Buy	+74,451	New	+$2.5M	1.04%	13

Other funds holding DBAW

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

Sweet Financial Partners's DBAW Position: Q3 2024 in Review

Sweet Financial Partners held its Xtrackers MSCI All World ex US Hedged Equity ETF (DBAW) position steady in Q3 2024 at 23,130 shares worth $807K. The position accounts for 0.17% of the portfolio, ranked #92.

Sweet Financial Partners first reported a position in DBAW in Q4 2021 and has held it in 12 quarters since. The position peaked at $15.4M in Q1 2022. 28 funds tracked by Wall St. Rank hold DBAW as of Q3 2024.

Sweet Financial Partners held 23,130 shares of Xtrackers MSCI All World ex US Hedged Equity ETF worth $807K as of Q3 2024.
Sweet Financial Partners left its Xtrackers MSCI All World ex US Hedged Equity ETF share count unchanged in Q3 2024.
Xtrackers MSCI All World ex US Hedged Equity ETF made up 0.17% of Sweet Financial Partners's portfolio in Q3 2024, its #92 holding.
Sweet Financial Partners first reported a position in Xtrackers MSCI All World ex US Hedged Equity ETF in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Xtrackers MSCI All World ex US Hedged Equity ETF position peaked at $15.4M in Q1 2022.
28 funds tracked by Wall St. Rank held Xtrackers MSCI All World ex US Hedged Equity ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.