Tarbox Family Office’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Tarbox Family Office’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
2020 Q2	–	Sell	-4,243	Closed	-$114K	–	1182
2020 Q1	$114K	Hold	4,243	–	–	0.04%	126
2019 Q4	$143K	Hold	4,243	–	–	0.04%	123
2019 Q3	$137K	Hold	4,243	–	–	0.04%	109
2019 Q2	$134K	Hold	4,243	–	–	0.04%	109
2019 Q1	$132K	Hold	4,243	–	–	0.05%	103
2018 Q4	$118K	Sell	4,243 -172	-4%	-$5.17K	0.05%	104
2018 Q3	$143K	Hold	4,415	–	–	0.05%	105
2018 Q2	$139K	Hold	4,415	–	–	0.05%	103
2018 Q1	$136K	Hold	4,415	–	–	0.05%	102
2017 Q4	$140K	Buy	+4,415	New	+$140K	0.06%	99

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tarbox Family Office's DBEF Position: Q2 2020 in Review

Tarbox Family Office sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2020, closing a stake of 4,243 shares — an estimated $114K sold.

Tarbox Family Office first reported a position in DBEF in Q4 2017 and held it in 10 quarters. The position peaked at $143K in Q4 2019. 227 funds tracked by Wall St. Rank hold DBEF as of Q2 2020.

Tarbox Family Office reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q2 2020 after selling out during the quarter.
Tarbox Family Office sold 4,243 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2020, an estimated $114K.
Tarbox Family Office first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2017 and held it in 10 quarters.
Tarbox Family Office's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $143K in Q4 2019.
227 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2020.

Based on Tarbox Family Office's 13F filing for Q2 2020, filed 23 Jul 2020.