Wagner Wealth Management (South Carolina)’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-361	Closed	-$12K	–	342
2022 Q3	$12K	Buy	361 +6	+2%	+$214	0.01%	400
2022 Q2	$12K	Buy	+355	New	+$13K	0.01%	410
2022 Q1	–	Sell	-355	Closed	-$14K	–	311
2021 Q4	$14K	Buy	355 +2	+0.6%	+$78	0.01%	446
2021 Q3	$14K	Buy	353 +6	+2%	+$229	0.01%	419
2021 Q2	$13K	Hold	347	–	–	0.01%	451
2021 Q1	$13K	Buy	+347	New	+$12.2K	0.01%	420
2018 Q3	$10K	Hold	321	–	–	0.01%	416
2018 Q2	$10K	Buy	321 +3	+0.9%	+$96	0.01%	394
2018 Q1	$10K	Hold	318	–	–	0.01%	367
2017 Q4	$10K	Buy	+318	New	+$10.1K	0.01%	404

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

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

UCFA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s DBEF Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2022, closing a stake of 361 shares — an estimated $12K sold.

Wagner Wealth Management (South Carolina) first reported a position in DBEF in Q4 2017 and held it in 10 quarters. The position peaked at $14K in Q4 2021. 234 funds tracked by Wall St. Rank hold DBEF as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 361 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2022, an estimated $12K.
Wagner Wealth Management (South Carolina) first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $14K in Q4 2021.
234 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.