EP Wealth Advisors’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

EP Wealth Advisors’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	$182K	Sell	5,648 -4,617	-45%	-$151K	﹤0.01%	1534
2026 Q1	$333K	Buy	+10,265	New	+$331K	﹤0.01%	1098

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

EP Wealth Advisors's HDEF Position: Q2 2026 in Review

EP Wealth Advisors reduced its Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) stake by 45% in Q2 2026, selling an estimated $151K and leaving 5,648 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

EP Wealth Advisors first reported a position in HDEF in Q1 2026 and has held it in 2 quarters since. The position peaked at $333K in Q1 2026. 139 funds tracked by Wall St. Rank hold HDEF as of Q2 2026.

EP Wealth Advisors held 5,648 shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF worth $182K as of Q2 2026.
EP Wealth Advisors sold 4,617 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q2 2026, an estimated $151K.
Xtrackers MSCI EAFE High Dividend Yield Equity ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1534 holding.
EP Wealth Advisors first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q1 2026 and has held it in 2 quarters since.
EP Wealth Advisors's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $333K in Q1 2026.
139 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.