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

Financial Gravity Companies’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
Q2 		$15.3K Buy
+531
New +$14.9K ﹤0.01% 502
2024
Q4 		$12.9K Buy
+531
New +$13.4K ﹤0.01% 521

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
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Financial Gravity Companies's HDEF Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q2 2025: 531 shares worth $15.3K. The stake represents ﹤0.01% of the portfolio and ranks #502 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in HDEF as recently as Q4 2024.

Financial Gravity Companies first reported a position in HDEF in Q4 2024 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold HDEF as of Q2 2025.

  • Financial Gravity Companies held 531 shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF worth $15.3K as of Q2 2025.
  • Xtrackers MSCI EAFE High Dividend Yield Equity ETF was a new Financial Gravity Companies position in Q2 2025.
  • Xtrackers MSCI EAFE High Dividend Yield Equity ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #502 holding.
  • Financial Gravity Companies first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q4 2024 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.