OBWP
O'Brien Wealth Partners’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53M | Sell |
1,211,498
-4,888
| -0.4% | -$214K | 8.32% | 4 |
|
|
2025
Q1 | $52.7M | Sell |
1,216,386
-12,714
| -1% | -$551K | 9.81% | 3 |
|
|
2024
Q4 | $50.9M | Buy |
1,229,100
+43,192
| +4% | +$1.79M | 9.17% | 4 |
|
|
2024
Q3 | $49.8M | Buy |
1,185,908
+17,173
| +1% | +$722K | 9.77% | 3 |
|
|
2024
Q2 | $48.4M | Sell |
1,168,735
-4,491
| -0.4% | -$186K | 10.89% | 3 |
|
|
2024
Q1 | $48M | Sell |
1,173,226
-15,578
| -1% | -$638K | 11.11% | 2 |
|
|
2023
Q4 | $44M | Sell |
1,188,804
-17,011
| -1% | -$629K | 11.48% | 2 |
|
|
2023
Q3 | $42.1M | Buy |
1,205,815
+47,879
| +4% | +$1.67M | 12.07% | 2 |
|
|
2023
Q2 | $41M | Buy |
1,157,936
+10,184
| +0.9% | +$360K | 12.06% | 2 |
|
|
2023
Q1 | $40.4M | Sell |
1,147,752
-14,911
| -1% | -$525K | 12.73% | 2 |
|
|
2022
Q4 | $37.5M | Buy |
1,162,663
+153,199
| +15% | +$4.94M | 14.88% | 2 |
|
|
2022
Q3 | $33.8M | Buy |
1,009,464
+21,375
| +2% | +$716K | 14.22% | 3 |
|
|
2022
Q2 | $34.4M | Buy |
+988,089
| New | +$34.4M | 14.37% | 3 |
|