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

Bullock 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 Q1	–	Sell	-13	Closed	-$257	–	592
2024 Q4	$257	Hold	13	–	–	﹤0.01%	594
2024 Q3	$306	Hold	13	–	–	﹤0.01%	564
2024 Q2	$261	Hold	13	–	–	﹤0.01%	555
2024 Q1	$281	Buy	+13	New	+$272	﹤0.01%	554

Other funds holding HAUZ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Aire Advisors Beverly Hills, California $615M AUM 25.07% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JCIA

Jackson Creek Investment Advisors Castle Rock, Colorado $302M AUM 74.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bullock Wealth Management's HAUZ Position: Q1 2025 in Review

Bullock Wealth Management sold out of Xtrackers International Real Estate ETF (HAUZ) in Q1 2025, closing a stake of 13 shares — an estimated $257 sold.

Bullock Wealth Management first reported a position in HAUZ in Q1 2024 and held it in 4 quarters. The position peaked at $306 in Q3 2024. 70 funds tracked by Wall St. Rank hold HAUZ as of Q1 2025.

Bullock Wealth Management reported no remaining Xtrackers International Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Bullock Wealth Management sold 13 Xtrackers International Real Estate ETF shares in Q1 2025, an estimated $257.
Bullock Wealth Management first reported a position in Xtrackers International Real Estate ETF in Q1 2024 and held it in 4 quarters.
Bullock Wealth Management's Xtrackers International Real Estate ETF position peaked at $306 in Q3 2024.
70 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.