WBH Advisory’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

WBH Advisory’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 Q3	$352K	Sell	10,502 -52,359	-83%	-$1.87M	0.05%	224
2022 Q2	$2.21M	Buy	62,861 +27,618	+78%	+$1.01M	0.29%	77
2022 Q1	$1.33M	Buy	35,243 +27,368	+348%	+$1.03M	0.16%	126
2021 Q4	$309K	Buy	+7,875	New	+$306K	0.04%	262

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WBH Advisory's DBEF Position: Q3 2022 in Review

WBH Advisory reduced its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) stake by 83% in Q3 2022, selling an estimated $1.87M and leaving 10,502 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #224.

WBH Advisory first reported a position in DBEF in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.21M in Q2 2022. 233 funds tracked by Wall St. Rank hold DBEF as of Q3 2022.

WBH Advisory held 10,502 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $352K as of Q3 2022.
WBH Advisory sold 52,359 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2022, an estimated $1.87M.
Xtrackers MSCI EAFE Hedged Equity ETF made up 0.05% of WBH Advisory's portfolio in Q3 2022, its #224 holding.
WBH Advisory first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2021 and has held it in 4 quarters since.
WBH Advisory's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $2.21M in Q2 2022.
233 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2022.

Based on WBH Advisory's 13F filing for Q3 2022, filed 18 Oct 2022.