EP Wealth Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.8M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $176K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $243K | Sell |
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|
2018
Q2 | $253K | Buy |
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|
2018
Q1 | $247K | Hold |
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|
2017
Q4 | $256K | Buy |
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|
2017
Q3 | $250K | Sell |
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|
2017
Q2 | $261K | Sell |
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|
2017
Q1 | $479K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $465K | Buy |
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