Holos Integrated Wealth
DBEF icon

Holos Integrated Wealth’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Holos Integrated Wealth’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
Q3 		$6.73M Buy
123,204
+7,968
+7% +$440K 3.02% 11
2026
Q2 		$6.31M Buy
115,236
+68
+0.1% +$3.56K 2.95% 11
2026
Q1 		$5.77M Sell
115,168
-4,659
-4% -$233K 2.92% 11
2025
Q4 		$5.83M Buy
119,827
+3,742
+3% +$179K 3.25% 9
2025
Q3 		$5.39M Buy
116,085
+686
+0.6% +$31K 3.17% 13
2025
Q2 		$5.2M Sell
115,399
-165
-0.1% -$7.16K 3.13% 11
2025
Q1 		$5M Sell
115,564
-1,727
-1% -$75.2K 3.28% 11
2024
Q4 		$4.86M Buy
+117,291
New +$4.91M 3.32% 10

Other funds holding DBEF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Burkett Financial Services
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Embree Financial Group
Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

Holos Integrated Wealth's DBEF Position: Q3 2026 in Review

Holos Integrated Wealth increased its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) stake by 6.9% in Q3 2026, buying an estimated $440K and bringing the position to 123,204 shares worth $6.73M. The position accounts for 3.02% of the portfolio, ranked #11.

Holos Integrated Wealth first reported a position in DBEF in Q4 2024 and has held it in 8 quarters since. 130 funds tracked by Wall St. Rank hold DBEF as of Q3 2026.

  • Holos Integrated Wealth held 123,204 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $6.73M as of Q3 2026.
  • Holos Integrated Wealth bought 7,968 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2026, an estimated $440K.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up 3.02% of Holos Integrated Wealth's portfolio in Q3 2026, its #11 holding.
  • Holos Integrated Wealth first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2024 and has held it in 8 quarters since.
  • 130 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.