Essex Financial Services’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Essex Financial Services’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	$332K	Hold	10,340	–	–	0.02%	617
2026 Q1	$335K	Buy	+10,340	New	+$334K	0.02%	571

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 $67.3B AUM 21.9% 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

Essex Financial Services's HDEF Position: Q2 2026 in Review

Essex Financial Services held its Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) position steady in Q2 2026 at 10,340 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #617.

Essex Financial Services first reported a position in HDEF in Q1 2026 and has held it in 2 quarters since. The position peaked at $335K in Q1 2026. 140 funds tracked by Wall St. Rank hold HDEF as of Q2 2026.

Essex Financial Services held 10,340 shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF worth $332K as of Q2 2026.
Essex Financial Services left its Xtrackers MSCI EAFE High Dividend Yield Equity ETF share count unchanged in Q2 2026.
Xtrackers MSCI EAFE High Dividend Yield Equity ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #617 holding.
Essex Financial Services first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q1 2026 and has held it in 2 quarters since.
Essex Financial Services's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $335K in Q1 2026.
140 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.