Trust Company of Vermont’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Trust Company of Vermont’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 Q4	–	Sell	-737	Closed	-$23K	–	756
2020 Q3	$23K	Hold	737	–	–	﹤0.01%	510
2020 Q2	$22K	Hold	737	–	–	﹤0.01%	526
2020 Q1	$20K	Hold	737	–	–	﹤0.01%	561
2019 Q4	$25K	Hold	737	–	–	﹤0.01%	570
2019 Q3	$24K	Hold	737	–	–	﹤0.01%	588
2019 Q2	$23K	Buy	+737	New	+$23.4K	﹤0.01%	604

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

FAG

Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return

MFW

Mosaic Family Wealth St. Louis, Missouri $384M AUM 21.14% 1-Year Est. Return

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

Trust Company of Vermont's DBEF Position: Q4 2020 in Review

Trust Company of Vermont sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2020, closing a stake of 737 shares — an estimated $23K sold.

Trust Company of Vermont first reported a position in DBEF in Q2 2019 and held it in 6 quarters. The position peaked at $25K in Q4 2019. 225 funds tracked by Wall St. Rank hold DBEF as of Q4 2020.

Trust Company of Vermont reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2020 after selling out during the quarter.
Trust Company of Vermont sold 737 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2020, an estimated $23K.
Trust Company of Vermont first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q2 2019 and held it in 6 quarters.
Trust Company of Vermont's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $25K in Q4 2019.
225 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2020.

Based on Trust Company of Vermont's 13F filing for Q4 2020, filed 3 Feb 2021.