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

Peninsula 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
2024
Q4 		$1.15M Buy
27,764
+3,297
+13% +$138K 0.2% 49
2024
Q3 		$1.03M Buy
24,467
+12,314
+101% +$507K 0.18% 51
2024
Q2 		$516K Buy
+12,153
New +$500K 0.1% 67

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Peninsula Wealth's DBEF Position: Q4 2024 in Review

Peninsula Wealth increased its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) stake by 13% in Q4 2024, buying an estimated $138K and bringing the position to 27,764 shares worth $1.15M. The position accounts for 0.2% of the portfolio, ranked #49.

Peninsula Wealth first reported a position in DBEF in Q2 2024 and has held it in 3 quarters since. 366 funds tracked by Wall St. Rank hold DBEF as of Q4 2024.

  • Peninsula Wealth held 27,764 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $1.15M as of Q4 2024.
  • Peninsula Wealth bought 3,297 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2024, an estimated $138K.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up 0.2% of Peninsula Wealth's portfolio in Q4 2024, its #49 holding.
  • Peninsula Wealth first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q2 2024 and has held it in 3 quarters since.
  • 366 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.