BOK Financial Private Wealth’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

BOK Financial Private Wealth’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 Q1	–	Sell	-987	Closed	-$19.5K	–	559
2024 Q4	$19.5K	Hold	987	–	–	﹤0.01%	326
2024 Q3	$23.1K	Hold	987	–	–	﹤0.01%	333
2024 Q2	$19.9K	Hold	987	–	–	﹤0.01%	339
2024 Q1	$21.4K	Buy	+987	New	+$20.7K	﹤0.01%	320

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

FCIM

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

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

AFTS

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

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

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

JCIA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BOK Financial Private Wealth's HAUZ Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Xtrackers International Real Estate ETF (HAUZ) in Q1 2025, closing a stake of 987 shares — an estimated $19.5K sold.

BOK Financial Private Wealth first reported a position in HAUZ in Q1 2024 and held it in 4 quarters. The position peaked at $23.1K in Q3 2024. 70 funds tracked by Wall St. Rank hold HAUZ as of Q1 2025.

BOK Financial Private Wealth reported no remaining Xtrackers International Real Estate ETF position as of Q1 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 987 Xtrackers International Real Estate ETF shares in Q1 2025, an estimated $19.5K.
BOK Financial Private Wealth first reported a position in Xtrackers International Real Estate ETF in Q1 2024 and held it in 4 quarters.
BOK Financial Private Wealth's Xtrackers International Real Estate ETF position peaked at $23.1K in Q3 2024.
70 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.