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

Walden 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
2024
Q2 		$376K Hold
9,065
– – 0.21% 55
2024
Q1 		$365K Hold
9,065
– – 0.21% 58
2023
Q4 		$335K Buy
+9,065
New +$321K 0.21% 56

Other funds holding DBEF

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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
Morgan Stanley
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
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Walden Wealth Partners's DBEF Position: Q2 2024 in Review

Walden Wealth Partners held its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) position steady in Q2 2024 at 9,065 shares worth $376K. The position accounts for 0.21% of the portfolio, ranked #55.

Walden Wealth Partners first reported a position in DBEF in Q4 2023 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold DBEF as of Q2 2024.

  • Walden Wealth Partners held 9,065 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $376K as of Q2 2024.
  • Walden Wealth Partners left its Xtrackers MSCI EAFE Hedged Equity ETF share count unchanged in Q2 2024.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up 0.21% of Walden Wealth Partners's portfolio in Q2 2024, its #55 holding.
  • Walden Wealth Partners first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2023 and has held it in 3 quarters since.
  • 328 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.