Bartlett & Co Wealth Management’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Bartlett & Co Wealth Management’s Portfolio HAUZ Stock Details HAUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-34	Closed	-$801	–	1248
2025 Q3	$801	Buy	+34	New	+$789	﹤0.01%	1126
2025 Q2	–	Sell	-6,576	Closed	-$134K	–	1286
2025 Q1	$134K	Buy	+6,576	New	+$133K	﹤0.01%	496
2024 Q1	–	Sell	-52	Closed	-$1.13K	–	1166
2023 Q4	$1.13K	Hold	52	–	–	﹤0.01%	1184
2023 Q3	$1.01K	Hold	52	–	–	﹤0.01%	1112
2023 Q2	$1.05K	Hold	52	–	–	﹤0.01%	1099
2023 Q1	$1.09K	Hold	52	–	–	﹤0.01%	1011
2022 Q4	$1.11K	Hold	52	–	–	﹤0.01%	1045
2022 Q3	$1.01K	Buy	+52	New	+$1.15K	﹤0.01%	1115

Other funds holding HAUZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bartlett & Co Wealth Management's HAUZ Position: Q4 2025 in Review

Bartlett & Co Wealth Management sold out of Xtrackers International Real Estate ETF (HAUZ) in Q4 2025, closing a stake of 34 shares — an estimated $801 sold.

Bartlett & Co Wealth Management first reported a position in HAUZ in Q3 2022 and held it in 8 quarters. The position peaked at $134K in Q1 2025. 94 funds tracked by Wall St. Rank hold HAUZ as of Q4 2025.

Bartlett & Co Wealth Management reported no remaining Xtrackers International Real Estate ETF position as of Q4 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 34 Xtrackers International Real Estate ETF shares in Q4 2025, an estimated $801.
Bartlett & Co Wealth Management first reported a position in Xtrackers International Real Estate ETF in Q3 2022 and held it in 8 quarters.
Bartlett & Co Wealth Management's Xtrackers International Real Estate ETF position peaked at $134K in Q1 2025.
94 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q4 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.