Synergy Investment Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Synergy Investment 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	$1.43M	Buy	26,191 +1,247	+5%	+$65.3K	0.35%	52
2026 Q1	$1.23M	Buy	24,944 +8,235	+49%	+$413K	0.4%	46
2025 Q4	$804K	Sell	16,709 -334	-2%	-$16K	0.28%	53
2025 Q3	$791K	Sell	17,043 -899	-5%	-$40.6K	0.3%	54
2025 Q2	$785K	Sell	17,942 -2	-0%	-$87	0.47%	29
2025 Q1	$777K	Buy	17,944 +2,346	+15%	+$102K	0.32%	54
2024 Q4	$646K	Buy	+15,598	New	+$653K	0.28%	58

Other funds holding DBEF

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Synergy Investment Management's DBEF Position: Q2 2026 in Review

Synergy Investment Management increased its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) stake by 5% in Q2 2026, buying an estimated $65.3K and bringing the position to 26,191 shares worth $1.43M. The position accounts for 0.35% of the portfolio, ranked #52.

Synergy Investment Management first reported a position in DBEF in Q4 2024 and has held it in 7 quarters since. 443 funds tracked by Wall St. Rank hold DBEF as of Q2 2026.

Synergy Investment Management held 26,191 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $1.43M as of Q2 2026.
Synergy Investment Management bought 1,247 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2026, an estimated $65.3K.
Xtrackers MSCI EAFE Hedged Equity ETF made up 0.35% of Synergy Investment Management's portfolio in Q2 2026, its #52 holding.
Synergy Investment Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2024 and has held it in 7 quarters since.
443 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.