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Berkeley Inc’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Berkeley Inc’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
Q1 		$740K Sell
14,981
-620
-4% -$31.1K 0.25% 52
2025
Q4 		$751K Sell
15,601
-1,051
-6% -$50.4K 0.24% 51
2025
Q3 		$773K Sell
16,652
-3,179
-16% -$144K 0.25% 48
2025
Q2 		$868K Buy
19,831
+43
+0.2% +$1.86K 0.31% 46
2025
Q1 		$857K Hold
19,788
– – 0.4% 38
2024
Q4 		$819K Sell
19,788
-20,226
-51% -$846K 0.42% 39
2024
Q3 		$1.68M Buy
40,014
+20,007
+100% +$824K 0.49% 37
2024
Q2 		$829K Sell
20,007
-44,697
-69% -$1.84M 0.52% 35
2024
Q1 		$2.65M Buy
64,704
+1,967
+3% +$76.1K 1.6% 24
2023
Q4 		$2.32M Buy
62,737
+7,985
+15% +$283K 1.46% 26
2023
Q3 		$1.91M Buy
54,752
+11,041
+25% +$388K 1.3% 26
2023
Q2 		$1.55M Buy
43,711
+1,718
+4% +$61.8K 1.04% 27
2023
Q1 		$1.48M Buy
41,993
+3,409
+9% +$117K 1.07% 28
2022
Q4 		$1.24M Sell
38,584
-10
-0% -$352 0.94% 27
2022
Q3 		$1.29M Buy
38,594
+14,878
+63% +$531K 1.09% 24
2022
Q2 		$826K Sell
23,716
-424
-2% -$15.6K 0.66% 38
2022
Q1 		$910K Sell
24,140
-243
-1% -$9.17K 0.64% 43
2021
Q4 		$958K Buy
24,383
+72
+0.3% +$2.8K 0.64% 44
2021
Q3 		$918K Sell
24,311
-377
-2% -$14.4K 0.68% 41
2021
Q2 		$927K Sell
24,688
-120
-0.5% -$4.49K 0.66% 43
2021
Q1 		$901K Sell
24,808
-3,387
-12% -$119K 0.67% 43
2020
Q4 		$948K Buy
+28,195
New +$910K 0.77% 40

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Berkeley Inc's DBEF Position: Q1 2026 in Review

Berkeley Inc reduced its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) stake by 4% in Q1 2026, selling an estimated $31.1K and leaving 14,981 shares worth $740K. The position accounts for 0.25% of the portfolio, ranked #52.

Berkeley Inc first reported a position in DBEF in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.65M in Q1 2024. 437 funds tracked by Wall St. Rank hold DBEF as of Q1 2026.

  • Berkeley Inc held 14,981 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $740K as of Q1 2026.
  • Berkeley Inc sold 620 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2026, an estimated $31.1K.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up 0.25% of Berkeley Inc's portfolio in Q1 2026, its #52 holding.
  • Berkeley Inc first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2020 and has held it in 22 quarters since.
  • Berkeley Inc's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $2.65M in Q1 2024.
  • 437 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.