Valeo Financial Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-700	Closed	-$25K	–	815
2021 Q1	$25K	Hold	700	–	–	﹤0.01%	1093
2020 Q4	$24K	Hold	700	–	–	﹤0.01%	980
2020 Q3	$21K	Sell	700 -730	-51%	-$22.5K	﹤0.01%	908
2020 Q2	$43K	Hold	1,430	–	–	﹤0.01%	786
2020 Q1	$40K	Sell	1,430 -200	-12%	-$6.3K	﹤0.01%	673
2019 Q4	$55K	Hold	1,630	–	–	0.01%	613
2019 Q3	$53K	Buy	1,630 +1,340	+462%	+$42.3K	0.01%	584
2019 Q2	$9K	Hold	290	–	–	﹤0.01%	1045
2019 Q1	$9K	Hold	290	–	–	﹤0.01%	987
2018 Q4	$8K	Hold	290	–	–	﹤0.01%	936
2018 Q3	$9K	Hold	290	–	–	﹤0.01%	994
2018 Q2	$9K	Sell	290 -489	-63%	-$15.6K	﹤0.01%	963
2018 Q1	$24K	Sell	779 -105	-12%	-$3.3K	﹤0.01%	662
2017 Q4	$28K	Buy	884 +184	+26%	+$5.84K	﹤0.01%	592
2017 Q3	$22K	Buy	+700	New	+$21.2K	0.01%	541

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

MFW

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

FAG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valeo Financial Advisors's DBEF Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2021, closing a stake of 700 shares — an estimated $25K sold.

Valeo Financial Advisors first reported a position in DBEF in Q3 2017 and held it in 15 quarters. The position peaked at $55K in Q4 2019. 234 funds tracked by Wall St. Rank hold DBEF as of Q2 2021.

Valeo Financial Advisors reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 700 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2021, an estimated $25K.
Valeo Financial Advisors first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $55K in Q4 2019.
234 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.