CFA
HAUZ icon

Carroll Financial Associates’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Carroll Financial Associates’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
2021
Q2 		– Sell
-14,504
Closed -$397K – 1748
2021
Q1 		$397K Buy
+14,504
New +$391K 0.02% 277

Other funds holding HAUZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carroll Financial Associates's HAUZ Position: Q2 2021 in Review

Carroll Financial Associates sold out of Xtrackers International Real Estate ETF (HAUZ) in Q2 2021, closing a stake of 14,504 shares — an estimated $397K sold.

Carroll Financial Associates first reported a position in HAUZ in Q1 2021 and held it in 1 quarter. The position peaked at $397K in Q1 2021. 34 funds tracked by Wall St. Rank hold HAUZ as of Q2 2021.

  • Carroll Financial Associates reported no remaining Xtrackers International Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 14,504 Xtrackers International Real Estate ETF shares in Q2 2021, an estimated $397K.
  • Carroll Financial Associates first reported a position in Xtrackers International Real Estate ETF in Q1 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Xtrackers International Real Estate ETF position peaked at $397K in Q1 2021.
  • 34 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q2 2021.

Based on Carroll Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.