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Global Wealth Management Investment Advisory’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q2 		– Sell
-1,686
Closed -$31K – 632
2020
Q1 		$31K Buy
+1,686
New +$37.5K 0.02% 209

Other funds holding HDEF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
B
Brightworth Atlanta, Georgia $933M AUM 15.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Global Wealth Management Investment Advisory's HDEF Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q2 2020, closing a stake of 1,686 shares — an estimated $31K sold.

Global Wealth Management Investment Advisory first reported a position in HDEF in Q1 2020 and held it in 1 quarter. The position peaked at $31K in Q1 2020. 27 funds tracked by Wall St. Rank hold HDEF as of Q2 2020.

  • Global Wealth Management Investment Advisory reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q2 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 1,686 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q2 2020, an estimated $31K.
  • Global Wealth Management Investment Advisory first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q1 2020 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $31K in Q1 2020.
  • 27 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.