Annex Advisory Services
DBEF icon

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

Annex Advisory Services’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
2026
Q3 		$16.5M Sell
300,583
-45,216
-13% -$2.5M 0.27% 71
2026
Q2 		$18.9M Sell
345,799
-9,017
-3% -$472K 0.32% 68
2026
Q1 		$17.5M Buy
354,816
+26,041
+8% +$1.3M 0.33% 69
2025
Q4 		$15.8M Buy
+328,775
New +$15.8M 0.3% 69

Other funds holding DBEF

Wealth Enhancement Advisory Services
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Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Annex Advisory Services's DBEF Position: Q3 2026 in Review

Annex Advisory Services reduced its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) stake by 13% in Q3 2026, selling an estimated $2.5M and leaving 300,583 shares worth $16.5M. The position accounts for 0.27% of the portfolio, ranked #71.

Annex Advisory Services first reported a position in DBEF in Q4 2025 and has held it in 4 quarters since. The position peaked at $18.9M in Q2 2026. 65 funds tracked by Wall St. Rank hold DBEF as of Q3 2026.

  • Annex Advisory Services held 300,583 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $16.5M as of Q3 2026.
  • Annex Advisory Services sold 45,216 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2026, an estimated $2.5M.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up 0.27% of Annex Advisory Services's portfolio in Q3 2026, its #71 holding.
  • Annex Advisory Services first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Annex Advisory Services's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $18.9M in Q2 2026.
  • 65 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.