Swisher Financial Concepts’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Swisher Financial Concepts’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 Q1	$572K	Sell	11,578 -189	-2%	-$9.47K	0.32%	48
2025 Q4	$566K	Hold	11,767	–	–	0.32%	50
2025 Q3	$546K	Sell	11,767 -773	-6%	-$34.9K	0.33%	51
2025 Q2	$549K	Hold	12,540	–	–	0.35%	52
2025 Q1	$543K	Buy	12,540 +574	+5%	+$25K	0.45%	39
2024 Q4	$495K	Sell	11,966 -672	-5%	-$28.1K	0.58%	33
2024 Q3	$527K	Hold	12,638	–	–	0.33%	52
2024 Q2	$526K	Hold	12,638	–	–	0.53%	31
2024 Q1	$512K	Sell	12,638 -675	-5%	-$26.1K	0.45%	36
2023 Q4	$494K	Buy	+13,313	New	+$471K	0.48%	36

Other funds holding DBEF

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return