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Tyler-Stone Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Tyler-Stone Wealth Management’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
-1,095
Closed -$45.4K – 442
2024
Q2 		$45.4K Buy
1,095
+392
+56% +$16.1K 0.02% 386
2024
Q1 		$28.8K Hold
703
– – 0.01% 456
2023
Q4 		$26K Hold
703
– – 0.01% 460
2023
Q3 		$25K Buy
+703
New +$24.7K 0.01% 447

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

Tyler-Stone Wealth Management's DBEF Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2024, closing a stake of 1,095 shares — an estimated $45.4K sold.

Tyler-Stone Wealth Management first reported a position in DBEF in Q3 2023 and held it in 4 quarters. The position peaked at $45.4K in Q2 2024. 335 funds tracked by Wall St. Rank hold DBEF as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 1,095 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2024, an estimated $45.4K.
  • Tyler-Stone Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q3 2023 and held it in 4 quarters.
  • Tyler-Stone Wealth Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $45.4K in Q2 2024.
  • 335 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.