Brandywine Trust’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Brandywine Trust’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
2022 Q2	–	Sell	-40,567	Closed	-$1.53M	–	26
2022 Q1	$1.53M	Hold	40,567	–	–	0.5%	12
2021 Q4	$1.59M	Hold	40,567	–	–	0.54%	11
2021 Q3	$1.53M	Hold	40,567	–	–	0.53%	14
2021 Q2	$1.52M	Hold	40,567	–	–	0.48%	14
2021 Q1	$1.47M	Hold	40,567	–	–	0.46%	14
2020 Q4	$1.36M	Hold	40,567	–	–	0.48%	14
2020 Q3	$1.24M	Hold	40,567	–	–	0.47%	13
2020 Q2	$1.23M	Buy	+40,567	New	+$1.18M	0.42%	14

Other funds holding DBEF

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FAG

Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Brandywine Trust's DBEF Position: Q2 2022 in Review

Brandywine Trust sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2022, closing a stake of 40,567 shares — an estimated $1.53M sold.

Brandywine Trust first reported a position in DBEF in Q2 2020 and held it in 8 quarters. The position peaked at $1.59M in Q4 2021. 241 funds tracked by Wall St. Rank hold DBEF as of Q2 2022.

Brandywine Trust reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q2 2022 after selling out during the quarter.
Brandywine Trust sold 40,567 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2022, an estimated $1.53M.
Brandywine Trust first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q2 2020 and held it in 8 quarters.
Brandywine Trust's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $1.59M in Q4 2021.
241 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2022.

Based on Brandywine Trust's 13F filing for Q2 2022, filed 15 Aug 2022.