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

Hillcrest 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	$2.32M	Sell	42,459 -2,766	-6%	-$145K	0.83%	19
2026 Q1	$2.23M	Sell	45,225 -1,050	-2%	-$52.6K	0.9%	21
2025 Q4	$2.23M	Sell	46,275 -600	-1%	-$28.8K	0.96%	20
2025 Q3	$2.18M	Sell	46,875 -3,500	-7%	-$158K	0.98%	20
2025 Q2	$2.2M	Sell	50,375 -2,100	-4%	-$91.1K	1.04%	20
2025 Q1	$2.27M	Sell	52,475 -2,500	-5%	-$109K	1.13%	20
2024 Q4	$2.28M	Sell	54,975 -1,300	-2%	-$54.4K	1.08%	20
2024 Q3	$2.36M	Sell	56,275 -750	-1%	-$30.9K	1.18%	20
2024 Q2	$2.36M	Sell	57,025 -500	-0.9%	-$20.6K	1.27%	19
2024 Q1	$2.35M	Sell	57,525 -12,670	-18%	-$490K	1.28%	19
2023 Q4	$2.6M	Hold	70,195	–	–	1.43%	18
2023 Q3	$2.45M	Sell	70,195 -850	-1%	-$29.9K	1.4%	18
2023 Q2	$2.51M	Sell	71,045 -5,250	-7%	-$189K	1.48%	17
2023 Q1	$2.69M	Sell	76,295 -5,500	-7%	-$189K	1.59%	18
2022 Q4	$2.64M	Hold	81,795	–	–	1.58%	17
2022 Q3	$2.74M	Sell	81,795 -1,500	-2%	-$53.5K	1.74%	16
2022 Q2	$2.9M	Buy	83,295 +150	+0.2%	+$5.51K	1.76%	16
2022 Q1	$3.13M	Hold	83,145	–	–	1.74%	18
2021 Q4	$3.27M	Hold	83,145	–	–	1.76%	17
2021 Q3	$3.14M	Sell	83,145 -380	-0.5%	-$14.5K	1.86%	17
2021 Q2	$3.13M	Sell	83,525 -5,150	-6%	-$193K	1.9%	18
2021 Q1	$3.22M	Sell	88,675 -16,915	-16%	-$594K	1.96%	17
2020 Q4	$3.55M	Buy	105,590 +4,250	+4%	+$137K	2.37%	17
2020 Q3	$3.1M	Hold	101,340	–	–	2.21%	17
2020 Q2	$3.06M	Sell	101,340 -1,800	-2%	-$52.2K	2.65%	16
2020 Q1	$2.76M	Sell	103,140 -7,200	-7%	-$227K	2.76%	14
2019 Q4	$3.73M	Sell	110,340 -14,000	-11%	-$465K	3.1%	12
2019 Q3	$4.02M	Sell	124,340 -1,200	-1%	-$37.9K	3.46%	11
2019 Q2	$3.97M	Hold	125,540	–	–	3.34%	12
2019 Q1	$3.92M	Buy	125,540 +5,075	+4%	+$153K	3.44%	12
2018 Q4	$3.36M	Buy	+120,465	New	+$3.62M	3.12%	12

Other funds holding DBEF

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Hillcrest Wealth Advisors reduced its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) stake by 6.1% in Q2 2026, selling an estimated $145K and leaving 42,459 shares worth $2.32M. The position accounts for 0.83% of the portfolio, ranked #19.

Hillcrest Wealth Advisors first reported a position in DBEF in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.02M in Q3 2019. 444 funds tracked by Wall St. Rank hold DBEF as of Q2 2026.

Hillcrest Wealth Advisors held 42,459 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $2.32M as of Q2 2026.
Hillcrest Wealth Advisors sold 2,766 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2026, an estimated $145K.
Xtrackers MSCI EAFE Hedged Equity ETF made up 0.83% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Hillcrest Wealth Advisors first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2018 and has held it in 31 quarters since.
Hillcrest Wealth Advisors's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $4.02M in Q3 2019.
444 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.