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

Bartlett & Co’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
2023
Q4 		$1K Hold
52
– – ﹤0.01% 1179
2023
Q3 		$1K Hold
52
– – ﹤0.01% 1100
2023
Q2 		$1K Hold
52
– – ﹤0.01% 1096
2023
Q1 		$1K Hold
52
– – ﹤0.01% 1011
2022
Q4 		$1K Hold
52
– – ﹤0.01% 1043
2022
Q3 		$1K Buy
+52
New +$1.15K ﹤0.01% 1100

Other funds holding HAUZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JCIA
Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Bartlett & Co's HAUZ Position: Q4 2023 in Review

Bartlett & Co held its Xtrackers International Real Estate ETF (HAUZ) position steady in Q4 2023 at 52 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Bartlett & Co first reported a position in HAUZ in Q3 2022 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold HAUZ as of Q4 2023.

  • Bartlett & Co held 52 shares of Xtrackers International Real Estate ETF worth $1K as of Q4 2023.
  • Bartlett & Co left its Xtrackers International Real Estate ETF share count unchanged in Q4 2023.
  • Xtrackers International Real Estate ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1179 holding.
  • Bartlett & Co first reported a position in Xtrackers International Real Estate ETF in Q3 2022 and has held it in 6 quarters since.
  • 64 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.