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Db-x Msci Eafe Currency-hedged shares owned by LVW Advisors

Quarter-by-quarter ownership of Db-x Msci Eafe Currency-hedged (DBEF) shares owned by LVW Advisors from 13F filings

Historical chart of LVW Advisors investment in Db-x Msci Eafe Currency-hedged

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All positions including Db-x Msci Eafe Currency-hedged held by LVW Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Db-x Msci Eafe Currency-hedged by LVW Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $860k 21k 42.02
2024-06-30 $751k 18k 41.44
2024-03-31 $632k 15k 40.93
2023-12-31 $790k 21k 36.98
2023-09-30 $534k 15k 34.90
2023-06-30 $617k 17k 35.37
2023-03-31 $720k 20k 35.20
2022-12-31 $691k 21k 32.23
2022-09-30 $718k 21k 33.48
2022-06-30 $781k 22k 34.80
2022-03-31 $1.3M 33k 37.71
2021-12-31 $2.3M 59k 39.27
2021-09-30 $1.4M 37k 37.75
2021-06-30 $1.4M 37k 37.53
2021-03-31 $1.4M 38k 36.32
2020-12-31 $1.3M 39k 33.60
2020-09-30 $740k 24k 30.58
2020-06-30 $803k 27k 30.22
2020-03-31 $1.7M 63k 26.80
2019-12-31 $3.0M 87k 33.78
2019-09-30 $3.3M 101k 32.34
2019-06-30 $2.8M 87k 31.61
2019-03-31 $3.0M 96k 31.22
2018-12-31 $2.8M 99k 27.90
2018-09-30 $5.1M 158k 32.34
2018-06-30 $5.0M 158k 31.40
2018-03-31 $4.9M 161k 30.71
2017-12-31 $5.1M 162k 31.78
2017-09-30 $5.0M 162k 31.03
2017-06-30 $4.8M 162k 30.02
2017-03-31 $4.7M 157k 29.59
2016-12-31 $985k 35k 28.06
2016-09-30 $771k 29k 26.37
2016-06-30 $2.5M 99k 25.00
2016-03-31 $3.0M 119k 25.54
2015-12-31 $2.0M 75k 27.15
2015-09-30 $2.1M 81k 26.08
2015-06-30 $2.5M 86k 28.62
2015-03-31 $1.9M 63k 29.96
2014-12-31 $489k 18k 26.98

More positions owned by LVW Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Microsoft Corporation (MSFT)
Capital Group International SHS (CGIE)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Total Usd (IUSB)

View all positions for LVW Advisors

Top funds holding Db-x Msci Eafe Currency-hedged

Goldman Sachs Group
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Geller Family Office Services
Envestnet Asset Management
LPL Financial
United Capital Financial Advisers
Wells Fargo & Company
Commonwealth Equity Services
Wealth Enhancement Advisory Services
Mosaic Family Wealth Partners
Royal Bank of Canada
Rainey & Randall Investment Management
O'Brien Wealth Partners

View all funds holding Db-x Msci Eafe Currency-hedged