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Evergreen Private Wealth’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Evergreen Private Wealth’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
2024
Q4 		– Sell
-1
Closed -$27 – 205
2024
Q3 		$27 Hold
1
– – ﹤0.01% 211
2024
Q2 		$24 Buy
+1
New +$25 ﹤0.01% 211

Other funds holding HDEF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Evergreen Private Wealth's HDEF Position: Q4 2024 in Review

Evergreen Private Wealth sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q4 2024, closing a stake of 1 share — an estimated $27 sold.

Evergreen Private Wealth first reported a position in HDEF in Q2 2024 and held it in 2 quarters. The position peaked at $27 in Q3 2024. 102 funds tracked by Wall St. Rank hold HDEF as of Q4 2024.

  • Evergreen Private Wealth reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 1 Xtrackers MSCI EAFE High Dividend Yield Equity ETF share in Q4 2024, an estimated $27.
  • Evergreen Private Wealth first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q2 2024 and held it in 2 quarters.
  • Evergreen Private Wealth's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $27 in Q3 2024.
  • 102 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q4 2024.

Based on Evergreen Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.