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

Avior 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
2024
Q2 		– Sell
-9,047
Closed -$223K – 2890
2024
Q1 		$223K Buy
+9,047
New +$219K 0.01% 681

Other funds holding HDEF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avior Wealth Management's HDEF Position: Q2 2024 in Review

Avior Wealth Management sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q2 2024, closing a stake of 9,047 shares — an estimated $223K sold.

Avior Wealth Management first reported a position in HDEF in Q1 2024 and held it in 1 quarter. The position peaked at $223K in Q1 2024. 94 funds tracked by Wall St. Rank hold HDEF as of Q2 2024.

  • Avior Wealth Management reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 9,047 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q2 2024, an estimated $223K.
  • Avior Wealth Management first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $223K in Q1 2024.
  • 94 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.