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EP Wealth Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

EP Wealth Advisors’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
Q2 		$4.36M Sell
79,798
-8,623
-10% -$451K 0.02% 410
2026
Q1 		$4.37M Sell
88,421
-8,173
-8% -$410K 0.02% 338
2025
Q4 		$4.65M Buy
+96,594
New +$4.63M 0.02% 293
2025
Q2 		$8.8M Buy
+201,161
New +$8.73M 0.06% 195
2024
Q4 		– Sell
-4,195
Closed -$176K – 1256
2024
Q3 		$176K Buy
+4,195
New +$173K ﹤0.01% 1076
2018
Q4 		– Sell
-7,507
Closed -$243K – 271
2018
Q3 		$243K Sell
7,507
-550
-7% -$17.5K 0.02% 246
2018
Q2 		$253K Buy
8,057
+4
+0% +$127 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% -$19.3K 0.03% 150
2017
Q2 		$261K Sell
8,686
-7,492
-46% -$227K 0.03% 151
2017
Q1 		$479K Buy
+16,178
New +$468K 0.07% 88
2016
Q1 		– Sell
-17,130
Closed -$465K – 145
2015
Q4 		$465K Buy
+17,130
New +$473K 0.08% 92

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EP Wealth Advisors's DBEF Position: Q2 2026 in Review

EP Wealth Advisors reduced its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) stake by 9.8% in Q2 2026, selling an estimated $451K and leaving 79,798 shares worth $4.36M. The position accounts for 0.02% of the portfolio, ranked #410.

EP Wealth Advisors first reported a position in DBEF in Q4 2015 and has held it in 13 quarters since. The position peaked at $8.8M in Q2 2025. 441 funds tracked by Wall St. Rank hold DBEF as of Q2 2026.

  • EP Wealth Advisors held 79,798 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $4.36M as of Q2 2026.
  • EP Wealth Advisors sold 8,623 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2026, an estimated $451K.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #410 holding.
  • EP Wealth Advisors first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2015 and has held it in 13 quarters since.
  • EP Wealth Advisors's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $8.8M in Q2 2025.
  • 441 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.