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Financial Gravity Asset Management’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Financial Gravity Asset Management’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
2025
Q1 		$14.4K Buy
+531
New +$13.8K ﹤0.01% 540

Other funds holding HDEF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Financial Gravity Asset Management's HDEF Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q1 2025: 531 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #540 among its holdings.

106 funds tracked by Wall St. Rank hold HDEF as of Q1 2025.

  • Financial Gravity Asset Management held 531 shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF worth $14.4K as of Q1 2025.
  • Xtrackers MSCI EAFE High Dividend Yield Equity ETF was a new Financial Gravity Asset Management position in Q1 2025.
  • Xtrackers MSCI EAFE High Dividend Yield Equity ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #540 holding.
  • 106 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.