GW & Wade’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

GW & Wade’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
2022 Q3	–	Sell	-8,987	Closed	-$201K	–	392
2022 Q2	$201K	Buy	+8,987	New	+$219K	0.01%	366
2022 Q1	–	Sell	-8,992	Closed	-$252K	–	401
2021 Q4	$252K	Hold	8,992	–	–	0.01%	352
2021 Q3	$248K	Sell	8,992 -269	-3%	-$7.69K	0.01%	335
2021 Q2	$262K	Buy	+9,261	New	+$266K	0.01%	332

Other funds holding HAUZ

CSIA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

JCIA

Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return

SFP

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

GW & Wade's HAUZ Position: Q3 2022 in Review

GW & Wade sold out of Xtrackers International Real Estate ETF (HAUZ) in Q3 2022, closing a stake of 8,987 shares — an estimated $201K sold.

GW & Wade first reported a position in HAUZ in Q2 2021 and held it in 4 quarters. The position peaked at $262K in Q2 2021. 52 funds tracked by Wall St. Rank hold HAUZ as of Q3 2022.

GW & Wade reported no remaining Xtrackers International Real Estate ETF position as of Q3 2022 after selling out during the quarter.
GW & Wade sold 8,987 Xtrackers International Real Estate ETF shares in Q3 2022, an estimated $201K.
GW & Wade first reported a position in Xtrackers International Real Estate ETF in Q2 2021 and held it in 4 quarters.
GW & Wade's Xtrackers International Real Estate ETF position peaked at $262K in Q2 2021.
52 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q3 2022.

Based on GW & Wade's 13F filing for Q3 2022, filed 10 Nov 2022.