Center for Financial Planning’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Center for Financial Planning’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 Q2	–	Sell	-16	Closed	-$326	–	680
2025 Q1	$326	Buy	+16	New	+$323	﹤0.01%	677
2023 Q3	–	Sell	-2	Closed	-$41	–	541
2023 Q2	$41	Hold	2	–	–	﹤0.01%	569
2023 Q1	$43	Hold	2	–	–	﹤0.01%	533
2022 Q4	$43	Hold	2	–	–	﹤0.01%	540
2022 Q3	$0	Hold	2	–	–	﹤0.01%	657
2022 Q2	$0	Hold	2	–	–	﹤0.01%	547
2022 Q1	$0	Buy	+2	New	+$54	﹤0.01%	555

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

AFTS

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

EIP

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

Center for Financial Planning's HAUZ Position: Q2 2025 in Review

Center for Financial Planning sold out of Xtrackers International Real Estate ETF (HAUZ) in Q2 2025, closing a stake of 16 shares — an estimated $326 sold.

Center for Financial Planning first reported a position in HAUZ in Q1 2022 and held it in 7 quarters. The position peaked at $326 in Q1 2025. 73 funds tracked by Wall St. Rank hold HAUZ as of Q2 2025.

Center for Financial Planning reported no remaining Xtrackers International Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 16 Xtrackers International Real Estate ETF shares in Q2 2025, an estimated $326.
Center for Financial Planning first reported a position in Xtrackers International Real Estate ETF in Q1 2022 and held it in 7 quarters.
Center for Financial Planning's Xtrackers International Real Estate ETF position peaked at $326 in Q1 2025.
73 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.