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WR Wealth Planners’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

WR Wealth Planners’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
2023
Q4 		– Sell
-460
Closed -$16.1K – 334
2023
Q3 		$16.1K Hold
460
– – 0.01% 461
2023
Q2 		$16.3K Buy
+460
New +$16.5K 0.01% 469

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GA
Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WR Wealth Planners's DBEF Position: Q4 2023 in Review

WR Wealth Planners sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2023, closing a stake of 460 shares — an estimated $16.1K sold.

WR Wealth Planners first reported a position in DBEF in Q2 2023 and held it in 2 quarters. The position peaked at $16.3K in Q2 2023. 295 funds tracked by Wall St. Rank hold DBEF as of Q4 2023.

  • WR Wealth Planners reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 460 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2023, an estimated $16.1K.
  • WR Wealth Planners first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q2 2023 and held it in 2 quarters.
  • WR Wealth Planners's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $16.3K in Q2 2023.
  • 295 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.