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

Creative Planning’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
2026 Q2	$2.05M	Buy	63,914 +5,344	+9%	+$175K	﹤0.01%	2065
2026 Q1	$1.9M	Buy	58,570 +5,494	+10%	+$177K	﹤0.01%	1928
2025 Q4	$1.64M	Buy	53,076 +4,805	+10%	+$145K	﹤0.01%	1880
2025 Q3	$1.42M	Sell	48,271 -2,554	-5%	-$75.1K	﹤0.01%	1813
2025 Q2	$1.47M	Buy	50,825 +1,418	+3%	+$39.7K	﹤0.01%	1556
2025 Q1	$1.34M	Buy	49,407 +10,652	+27%	+$278K	﹤0.01%	1488
2024 Q4	$941K	Buy	38,755 +13,247	+52%	+$336K	﹤0.01%	1688
2024 Q3	$686K	Buy	25,508 +726	+3%	+$18.7K	﹤0.01%	1835
2024 Q2	$604K	Buy	24,782 +14,154	+133%	+$353K	﹤0.01%	1800
2024 Q1	$262K	Buy	10,628 +1,097	+12%	+$26.5K	﹤0.01%	2357
2023 Q4	$235K	Sell	9,531 -2,024	-18%	-$46.6K	﹤0.01%	2288
2023 Q3	$261K	Sell	11,555 -657	-5%	-$15.2K	﹤0.01%	2045
2023 Q2	$281K	Buy	12,212 +732	+6%	+$17.2K	﹤0.01%	1958
2023 Q1	$267K	Sell	11,480 -923	-7%	-$21K	﹤0.01%	1899
2022 Q4	$271K	Buy	+12,403	New	+$254K	﹤0.01%	1788
2022 Q3	–	Sell	-38,019	Closed	-$793K	–	2372
2022 Q2	$793K	Buy	38,019 +2,933	+8%	+$67.3K	﹤0.01%	1072
2022 Q1	$847K	Sell	35,086 -452	-1%	-$10.9K	﹤0.01%	1070
2021 Q4	$840K	Buy	35,538 +1,350	+4%	+$31.3K	﹤0.01%	1032
2021 Q3	$777K	Buy	+34,188	New	+$827K	﹤0.01%	1070

Other funds holding HDEF

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's HDEF Position: Q2 2026 in Review

Creative Planning increased its Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) stake by 9.1% in Q2 2026, buying an estimated $175K and bringing the position to 63,914 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2065.

Creative Planning first reported a position in HDEF in Q3 2021 and has held it in 19 quarters since. 139 funds tracked by Wall St. Rank hold HDEF as of Q2 2026.

Creative Planning held 63,914 shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF worth $2.05M as of Q2 2026.
Creative Planning bought 5,344 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q2 2026, an estimated $175K.
Xtrackers MSCI EAFE High Dividend Yield Equity ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2065 holding.
Creative Planning first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q3 2021 and has held it in 19 quarters since.
139 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.