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Impact Partnership Wealth’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-2
Closed -$39 – 950
2023
Q3 		$39 Hold
2
– – ﹤0.01% 979
2023
Q2 		$40 Buy
+2
New +$42 ﹤0.01% 912

Other funds holding HAUZ

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AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Impact Partnership Wealth's HAUZ Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Xtrackers International Real Estate ETF (HAUZ) in Q4 2023, closing a stake of 2 shares — an estimated $39 sold.

Impact Partnership Wealth first reported a position in HAUZ in Q2 2023 and held it in 2 quarters. The position peaked at $40 in Q2 2023. 64 funds tracked by Wall St. Rank hold HAUZ as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Xtrackers International Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 2 Xtrackers International Real Estate ETF shares in Q4 2023, an estimated $39.
  • Impact Partnership Wealth first reported a position in Xtrackers International Real Estate ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Xtrackers International Real Estate ETF position peaked at $40 in Q2 2023.
  • 64 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.