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

Covestor’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
-128
Closed -$3K – 2341
2023
Q1 		$3K Buy
+128
New +$2.92K ﹤0.01% 1677

Other funds holding HDEF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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 $59.8B AUM 29.42% 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

Covestor's HDEF Position: Q2 2023 in Review

Covestor sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q2 2023, closing a stake of 128 shares — an estimated $3K sold.

Covestor first reported a position in HDEF in Q1 2023 and held it in 1 quarter. The position peaked at $3K in Q1 2023. 68 funds tracked by Wall St. Rank hold HDEF as of Q2 2023.

  • Covestor reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Covestor sold 128 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q2 2023, an estimated $3K.
  • Covestor first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q1 2023 and held it in 1 quarter.
  • Covestor's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $3K 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 Covestor's 13F filing for Q2 2023, filed 11 Aug 2023.