WMWM
Whitaker-Myers Wealth Managers’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.1M | Buy |
801,420
+79,093
| +11% | +$3.46M | 8.83% | 2 |
|
|
2025
Q1 | $31.3M | Buy |
722,327
+59,915
| +9% | +$2.59M | 8.77% | 2 |
|
|
2024
Q4 | $27.4M | Buy |
662,412
+71,023
| +12% | +$2.94M | 8% | 3 |
|
|
2024
Q3 | $24.9M | Buy |
591,389
+25,883
| +5% | +$1.09M | 8.26% | 2 |
|
|
2024
Q2 | $23.4M | Buy |
565,506
+96,382
| +21% | +$3.99M | 8.65% | 2 |
|
|
2024
Q1 | $19.2M | Buy |
469,124
+58,628
| +14% | +$2.4M | 8.1% | 2 |
|
|
2023
Q4 | $15.2M | Buy |
410,496
+57,833
| +16% | +$2.14M | 7.56% | 4 |
|
|
2023
Q3 | $12.3M | Buy |
352,663
+57,162
| +19% | +$1.99M | 7.64% | 3 |
|
|
2023
Q2 | $10.5M | Buy |
295,501
+47,818
| +19% | +$1.69M | 7% | 3 |
|
|
2023
Q1 | $8.72M | Buy |
247,683
+94,578
| +62% | +$3.33M | 6.75% | 3 |
|
|
2022
Q4 | $4.93M | Buy |
+153,105
| New | +$4.93M | 4.73% | 4 |
|