Cerity Partners
HDEF icon

Cerity Partners’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Cerity Partners’s Portfolio HDEF Stock Details HDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,456
Closed -$220K – 1780
2023
Q1 		$220K Buy
+9,456
New +$215K ﹤0.01% 1668

Other funds holding HDEF

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AF
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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Cerity Partners's HDEF Position: Q2 2023 in Review

Cerity Partners sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q2 2023, closing a stake of 9,456 shares — an estimated $220K sold.

Cerity Partners first reported a position in HDEF in Q1 2023 and held it in 1 quarter. The position peaked at $220K in Q1 2023. 68 funds tracked by Wall St. Rank hold HDEF as of Q2 2023.

  • Cerity Partners reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Cerity Partners sold 9,456 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q2 2023, an estimated $220K.
  • Cerity Partners first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q1 2023 and held it in 1 quarter.
  • Cerity Partners's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $220K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.