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TRUE Private Wealth Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

TRUE Private Wealth Advisors’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
2024
Q3 		– Sell
-5,198
Closed -$215K – 230
2024
Q2 		$215K Sell
5,198
-3,683
-41% -$152K 0.02% 262
2024
Q1 		$363K Sell
8,881
-2,704
-23% -$105K 0.04% 208
2023
Q4 		$428K Sell
11,585
-2,261
-16% -$80.1K 0.05% 175
2023
Q3 		$483K Buy
+13,846
New +$486K 0.07% 145

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TRUE Private Wealth Advisors's DBEF Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2024, closing a stake of 5,198 shares — an estimated $215K sold.

TRUE Private Wealth Advisors first reported a position in DBEF in Q3 2023 and held it in 4 quarters. The position peaked at $483K in Q3 2023. 335 funds tracked by Wall St. Rank hold DBEF as of Q3 2024.

  • TRUE Private Wealth Advisors reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 5,198 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2024, an estimated $215K.
  • TRUE Private Wealth Advisors first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q3 2023 and held it in 4 quarters.
  • TRUE Private Wealth Advisors's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $483K in Q3 2023.
  • 335 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.