Howe & Rusling’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Howe & Rusling’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
2021 Q4	–	Sell	-188	Closed	-$5K	–	1024
2021 Q3	$5K	Buy	+188	New	+$5.38K	﹤0.01%	644
2021 Q1	–	Sell	-312	Closed	-$8K	–	975
2020 Q4	$8K	Buy	+312	New	+$7.94K	﹤0.01%	515
2019 Q4	–	Sell	-64	Closed	-$2K	–	846
2019 Q3	$2K	Buy	+64	New	+$1.82K	﹤0.01%	683

Other funds holding HAUZ

CSIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Howe & Rusling's HAUZ Position: Q4 2021 in Review

Howe & Rusling sold out of Xtrackers International Real Estate ETF (HAUZ) in Q4 2021, closing a stake of 188 shares — an estimated $5K sold.

Howe & Rusling first reported a position in HAUZ in Q3 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2020. 45 funds tracked by Wall St. Rank hold HAUZ as of Q4 2021.

Howe & Rusling reported no remaining Xtrackers International Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Howe & Rusling sold 188 Xtrackers International Real Estate ETF shares in Q4 2021, an estimated $5K.
Howe & Rusling first reported a position in Xtrackers International Real Estate ETF in Q3 2019 and held it in 3 quarters.
Howe & Rusling's Xtrackers International Real Estate ETF position peaked at $8K in Q4 2020.
45 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q4 2021.

Based on Howe & Rusling's 13F filing for Q4 2021, filed 14 Feb 2022.