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Independent Solutions Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Independent Solutions Wealth Management’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 		$817K Hold
14,958
– – 0.11% 133
2026
Q1 		$739K Buy
+14,958
New +$750K 0.11% 126

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Morgan Stanley
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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

Independent Solutions Wealth Management's DBEF Position: Q2 2026 in Review

Independent Solutions Wealth Management held its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) position steady in Q2 2026 at 14,958 shares worth $817K. The position accounts for 0.11% of the portfolio, ranked #133.

Independent Solutions Wealth Management first reported a position in DBEF in Q1 2026 and has held it in 2 quarters since. 441 funds tracked by Wall St. Rank hold DBEF as of Q2 2026.

  • Independent Solutions Wealth Management held 14,958 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $817K as of Q2 2026.
  • Independent Solutions Wealth Management left its Xtrackers MSCI EAFE Hedged Equity ETF share count unchanged in Q2 2026.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up 0.11% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Independent Solutions Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 441 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.