Ellevest Inc
HAUZ icon

Ellevest Inc’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Ellevest Inc’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
2023
Q1 		– Sell
-473
Closed -$10.1K – 1976
2022
Q4 		$10.1K Buy
+473
New +$9.7K ﹤0.01% 1024

Other funds holding HAUZ

Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Aire Advisors
Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return
Fairview Capital Investment Management
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
Jackson Creek Investment Advisors
Jackson Creek Investment Advisors Castle Rock, Colorado $302M AUM 74.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Alaska Wealth Advisors
Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

Ellevest Inc's HAUZ Position: Q1 2023 in Review

Ellevest Inc sold out of Xtrackers International Real Estate ETF (HAUZ) in Q1 2023, closing a stake of 473 shares — an estimated $10.1K sold.

Ellevest Inc first reported a position in HAUZ in Q4 2022 and held it in 1 quarter. The position peaked at $10.1K in Q4 2022. 48 funds tracked by Wall St. Rank hold HAUZ as of Q1 2023.

  • Ellevest Inc reported no remaining Xtrackers International Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 473 Xtrackers International Real Estate ETF shares in Q1 2023, an estimated $10.1K.
  • Ellevest Inc first reported a position in Xtrackers International Real Estate ETF in Q4 2022 and held it in 1 quarter.
  • Ellevest Inc's Xtrackers International Real Estate ETF position peaked at $10.1K in Q4 2022.
  • 48 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.