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EP Wealth Advisors’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

EP Wealth Advisors’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
2024
Q4 		– Sell
-5,255
Closed -$123K – 1276
2024
Q3 		$123K Buy
+5,255
New +$114K ﹤0.01% 1119

Other funds holding HAUZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

EP Wealth Advisors's HAUZ Position: Q4 2024 in Review

EP Wealth Advisors sold out of Xtrackers International Real Estate ETF (HAUZ) in Q4 2024, closing a stake of 5,255 shares — an estimated $123K sold.

EP Wealth Advisors first reported a position in HAUZ in Q3 2024 and held it in 1 quarter. The position peaked at $123K in Q3 2024. 71 funds tracked by Wall St. Rank hold HAUZ as of Q4 2024.

  • EP Wealth Advisors reported no remaining Xtrackers International Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 5,255 Xtrackers International Real Estate ETF shares in Q4 2024, an estimated $123K.
  • EP Wealth Advisors first reported a position in Xtrackers International Real Estate ETF in Q3 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Xtrackers International Real Estate ETF position peaked at $123K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.