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

EverSource 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
Q1 		– Sell
-18
Closed -$394 – 2938
2023
Q4 		$394 Sell
18
-69
-79% -$1.38K ﹤0.01% 2559
2023
Q3 		$1.7K Buy
+87
New +$1.77K ﹤0.01% 2060

Other funds holding HAUZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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
JCIA
Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

EverSource Wealth Advisors's HAUZ Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of Xtrackers International Real Estate ETF (HAUZ) in Q1 2024, closing a stake of 18 shares — an estimated $394 sold.

EverSource Wealth Advisors first reported a position in HAUZ in Q3 2023 and held it in 2 quarters. The position peaked at $1.7K in Q3 2023. 64 funds tracked by Wall St. Rank hold HAUZ as of Q1 2024.

  • EverSource Wealth Advisors reported no remaining Xtrackers International Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 18 Xtrackers International Real Estate ETF shares in Q1 2024, an estimated $394.
  • EverSource Wealth Advisors first reported a position in Xtrackers International Real Estate ETF in Q3 2023 and held it in 2 quarters.
  • EverSource Wealth Advisors's Xtrackers International Real Estate ETF position peaked at $1.7K in Q3 2023.
  • 64 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.