BerganKDV Wealth Management’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

BerganKDV 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
2023 Q1	–	Sell	-39	Closed	-$833	–	1087
2022 Q4	$833	Buy	+39	New	+$799	﹤0.01%	899
2022 Q1	–	Sell	-12	Closed	–	–	1037
2021 Q4	$0	Sell	12 -1	-8%	-$28	﹤0.01%	1087
2021 Q3	$0	Buy	+13	New	+$372	﹤0.01%	1066
2021 Q1	–	Sell	-29	Closed	-$1K	–	962
2020 Q4	$1K	Buy	+29	New	+$738	﹤0.01%	861

Other funds holding HAUZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

JCIA

Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

BerganKDV Wealth Management's HAUZ Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Xtrackers International Real Estate ETF (HAUZ) in Q1 2023, closing a stake of 39 shares — an estimated $833 sold.

BerganKDV Wealth Management first reported a position in HAUZ in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 47 funds tracked by Wall St. Rank hold HAUZ as of Q1 2023.

BerganKDV Wealth Management reported no remaining Xtrackers International Real Estate ETF position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 39 Xtrackers International Real Estate ETF shares in Q1 2023, an estimated $833.
BerganKDV Wealth Management first reported a position in Xtrackers International Real Estate ETF in Q4 2020 and held it in 4 quarters.
BerganKDV Wealth Management's Xtrackers International Real Estate ETF position peaked at $1K in Q4 2020.
47 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.