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AAF Wealth Management’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

AAF Wealth Management’s Portfolio HDEF Stock Details HDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-14,873
Closed -$270K – 45
2022
Q3 		$270K Buy
+14,873
New +$302K 0.22% 29

Other funds holding HDEF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAF Wealth Management's HDEF Position: Q4 2022 in Review

AAF Wealth Management sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q4 2022, closing a stake of 14,873 shares — an estimated $270K sold.

AAF Wealth Management first reported a position in HDEF in Q3 2022 and held it in 1 quarter. The position peaked at $270K in Q3 2022. 65 funds tracked by Wall St. Rank hold HDEF as of Q4 2022.

  • AAF Wealth Management reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q4 2022 after selling out during the quarter.
  • AAF Wealth Management sold 14,873 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q4 2022, an estimated $270K.
  • AAF Wealth Management first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q3 2022 and held it in 1 quarter.
  • AAF Wealth Management's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $270K in Q3 2022.
  • 65 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q4 2022.

Based on AAF Wealth Management's 13F filing for Q4 2022, filed 7 Feb 2023.