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Mosaic Family Wealth Partners’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Mosaic Family Wealth Partners’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 		$84.6M Buy
1,548,761
+51,660
+3% +$2.7M 5.67% 3
2026
Q1 		$74M Buy
1,497,101
+11,646
+0.8% +$584K 7.57% 3
2025
Q4 		$71.5M Sell
1,485,455
-14,479
-1% -$694K 7.84% 3
2025
Q3 		$69.4M Buy
1,499,934
+24,314
+2% +$1.1M 8.12% 3
2025
Q2 		$64.6M Buy
1,475,620
+629
+0% +$27.3K 8.22% 3
2025
Q1 		$63.9M Buy
1,474,991
+10,009
+0.7% +$436K 9.08% 3
2024
Q4 		$60.7M Buy
1,464,982
+24,867
+2% +$1.04M 8.75% 3
2024
Q3 		$60.5M Buy
1,440,115
+20,372
+1% +$839K 8.98% 3
2024
Q2 		$58.8M Buy
1,419,743
+12,897
+0.9% +$531K 9.46% 3
2024
Q1 		$57.6M Buy
1,406,846
+70,701
+5% +$2.73M 9.48% 3
2023
Q4 		$49.4M Sell
1,336,145
-57,481
-4% -$2.04M 8.52% 3
2023
Q3 		$48.6M Buy
1,393,626
+26,710
+2% +$938K 9.74% 3
2023
Q2 		$48.3M Buy
1,366,916
+24,112
+2% +$867K 9.5% 3
2023
Q1 		$47.3M Buy
1,342,804
+46,011
+4% +$1.59M 9.88% 3
2022
Q4 		$41.8M Buy
+1,296,793
New +$45.6M 11.79% 2

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 $72.2B AUM 27.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mosaic Family Wealth Partners's DBEF Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) stake by 3.5% in Q2 2026, buying an estimated $2.7M and bringing the position to 1,548,761 shares worth $84.6M. The position accounts for 5.67% of the portfolio, ranked #3.

Mosaic Family Wealth Partners first reported a position in DBEF in Q4 2022 and has held it in 15 quarters since. 444 funds tracked by Wall St. Rank hold DBEF as of Q2 2026.

  • Mosaic Family Wealth Partners held 1,548,761 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $84.6M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 51,660 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2026, an estimated $2.7M.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up 5.67% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #3 holding.
  • Mosaic Family Wealth Partners first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 444 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.