Number of Shares
1.21 Mil
Current Holdings Value*
$53.00 Mil
% of Portfolio
8.32%
Total Estimate Gain
$10.53 Mil
% of Total Estimate Gain
22.65%

O'Brien Wealth Partners LLC's Xtrackers MSCI EAFE Hedged Equity ETF Holding Summary

As of 2025-06-30, O'Brien Wealth Partners LLC held 1.21 Mil shares of Xtrackers MSCI EAFE Hedged Equity ETF(DBEF), totaling $53.00 Mil. This investment constitutes 8.32% of their stock portfolio, and O'Brien Wealth Partners LLC now holds 0.68% of the outstanding Xtrackers MSCI EAFE Hedged Equity ETF(DBEF) stock.

The initial trade took place in 2022Q2. And since then O'Brien Wealth Partners LLC has made 7 purchases of DBEF, at an average price of $36.29, for a total of 1.28 Mil shares. In addition, there have been 6 sales at an average price of $38.35 for 69,593.00 shares. Based on historical transaction data and DBEF's current price of $44.87, O'Brien Wealth Partners LLC's estimated gain on his DBEF holdings is $10.53 Mil, reflecting a 22.65% gain to date.

O'Brien Wealth Partners LLC DBEF ($44.87) Holding Chart

O'Brien Wealth Partners LLC DBEF ($44.87) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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