AWM
HDEF icon

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

AE 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
2026
Q1 		$81.2K Hold
2,504
– – ﹤0.01% 1857
2025
Q4 		$77.6K Hold
2,504
– – ﹤0.01% 1761
2025
Q3 		$73.7K Sell
2,504
-1,537
-38% -$45.2K ﹤0.01% 1643
2025
Q2 		$117K Buy
4,041
+1,308
+48% +$36.7K ﹤0.01% 1443
2025
Q1 		$74.2K Sell
2,733
-148
-5% -$3.86K ﹤0.01% 1508
2024
Q4 		$70K Buy
+2,881
New +$73K ﹤0.01% 1501
2019
Q3 		– Sell
-16,575
Closed -$380K – 1023
2019
Q2 		$380K Buy
+16,575
New +$381K 0.01% 668

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WWA
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Morgan Stanley
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Bank of America
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Mercer Global Advisors
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GWM
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LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return