EWA
EP Wealth Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.8M | Buy |
+201,161
| New | +$8.8M | 0.06% | 195 |
|
|
2024
Q4 | – | Sell |
-4,195
| Closed | -$176K | – | 1256 |
|
|
2024
Q3 | $176K | Buy |
+4,195
| New | +$176K | ﹤0.01% | 1076 |
|
|
2018
Q4 | – | Sell |
-7,507
| Closed | -$243K | – | 271 |
|
|
2018
Q3 | $243K | Sell |
7,507
-550
| -7% | -$17.8K | 0.02% | 246 |
|
|
2018
Q2 | $253K | Buy |
8,057
+4
| +0% | +$126 | 0.02% | 164 |
|
|
2018
Q1 | $247K | Hold |
8,053
| – | – | 0.02% | 177 |
|
|
2017
Q4 | $256K | Buy |
8,053
+4
| +0% | +$127 | 0.03% | 163 |
|
|
2017
Q3 | $250K | Sell |
8,049
-637
| -7% | -$19.8K | 0.03% | 150 |
|
|
2017
Q2 | $261K | Sell |
8,686
-7,492
| -46% | -$225K | 0.03% | 151 |
|
|
2017
Q1 | $479K | Buy |
+16,178
| New | +$479K | 0.07% | 88 |
|
|
2016
Q1 | – | Sell |
-17,130
| Closed | -$465K | – | 145 |
|
|
2015
Q4 | $465K | Buy |
+17,130
| New | +$465K | 0.08% | 92 |
|