CWM
DBEF icon

Congress Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Congress Wealth Management’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
2025
Q2 		$312K Buy
7,121
+2,159
+44% +$93.7K ﹤0.01% 1061
2025
Q1 		$215K Buy
+4,962
New +$216K ﹤0.01% 1022
2024
Q3 		– Sell
-9,225
Closed -$382K – 846
2024
Q2 		$382K Buy
+9,225
New +$379K 0.01% 570

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Congress Wealth Management's DBEF Position: Q2 2025 in Review

Congress Wealth Management increased its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) stake by 44% in Q2 2025, buying an estimated $93.7K and bringing the position to 7,121 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Congress Wealth Management first reported a position in DBEF in Q2 2024 and has held it in 3 quarters since. The position peaked at $382K in Q2 2024. 395 funds tracked by Wall St. Rank hold DBEF as of Q2 2025.

  • Congress Wealth Management held 7,121 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $312K as of Q2 2025.
  • Congress Wealth Management bought 2,159 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2025, an estimated $93.7K.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1061 holding.
  • Congress Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q2 2024 and has held it in 3 quarters since.
  • Congress Wealth Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $382K in Q2 2024.
  • 395 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.