Focused Wealth Management’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Focused Wealth Management’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	-6	Closed	-$131	–	512
2023 Q4	$131	Hold	6	–	–	﹤0.01%	968
2023 Q3	$117	Hold	6	–	–	﹤0.01%	980
2023 Q2	$121	Hold	6	–	–	﹤0.01%	1018
2023 Q1	$126	Sell	6 -8	-57%	-$175	﹤0.01%	1000
2022 Q4	$299	Hold	14	–	–	﹤0.01%	992
2022 Q3	$0	Hold	14	–	–	﹤0.01%	988
2022 Q2	$0	Hold	14	–	–	﹤0.01%	986
2022 Q1	$0	Buy	14 +6	+75%	+$161	﹤0.01%	1035
2021 Q4	$0	Hold	8	–	–	﹤0.01%	1035
2021 Q3	$0	Sell	8 -2	-20%	-$57	﹤0.01%	1042
2021 Q2	$0	Hold	10	–	–	﹤0.01%	973
2021 Q1	$0	Hold	10	–	–	﹤0.01%	950
2020 Q4	$0	Buy	10 +8	+400%	+$204	﹤0.01%	857
2020 Q3	$0	Buy	+2	New	+$48	﹤0.01%	816

Other funds holding HAUZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return

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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focused Wealth Management's HAUZ Position: Q1 2024 in Review

Focused Wealth Management sold out of Xtrackers International Real Estate ETF (HAUZ) in Q1 2024, closing a stake of 6 shares — an estimated $131 sold.

Focused Wealth Management first reported a position in HAUZ in Q3 2020 and held it in 14 quarters. The position peaked at $299 in Q4 2022. 64 funds tracked by Wall St. Rank hold HAUZ as of Q1 2024.

Focused Wealth Management reported no remaining Xtrackers International Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 6 Xtrackers International Real Estate ETF shares in Q1 2024, an estimated $131.
Focused Wealth Management first reported a position in Xtrackers International Real Estate ETF in Q3 2020 and held it in 14 quarters.
Focused Wealth Management's Xtrackers International Real Estate ETF position peaked at $299 in Q4 2022.
64 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.