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IAG Wealth Partners’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

IAG Wealth Partners’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
Q4 		– Sell
-42
Closed -$1K – 465
2022
Q3 		$1K Hold
42
– – ﹤0.01% 412
2022
Q2 		$1K Hold
42
– – ﹤0.01% 411
2022
Q1 		$1K Buy
+42
New +$1.12K ﹤0.01% 422

Other funds holding HAUZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JCIA
Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IAG Wealth Partners's HAUZ Position: Q4 2022 in Review

IAG Wealth Partners sold out of Xtrackers International Real Estate ETF (HAUZ) in Q4 2022, closing a stake of 42 shares — an estimated $1K sold.

IAG Wealth Partners first reported a position in HAUZ in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 51 funds tracked by Wall St. Rank hold HAUZ as of Q4 2022.

  • IAG Wealth Partners reported no remaining Xtrackers International Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 42 Xtrackers International Real Estate ETF shares in Q4 2022, an estimated $1K.
  • IAG Wealth Partners first reported a position in Xtrackers International Real Estate ETF in Q1 2022 and held it in 3 quarters.
  • IAG Wealth Partners's Xtrackers International Real Estate ETF position peaked at $1K in Q3 2022.
  • 51 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q4 2022.

Based on IAG Wealth Partners's 13F filing for Q4 2022, filed 8 Feb 2023.