Johnson Financial Group Inc (Wisconsin)’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2023 Q4	–	Sell	-454	Closed	-$10.3K	–	959
2023 Q3	$10.3K	Buy	+454	New	+$10.5K	﹤0.01%	527

Other funds holding HDEF

CSIA

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Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s HDEF Position: Q4 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q4 2023, closing a stake of 454 shares — an estimated $10.3K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in HDEF in Q3 2023 and held it in 1 quarter. The position peaked at $10.3K in Q3 2023. 83 funds tracked by Wall St. Rank hold HDEF as of Q4 2023.

Johnson Financial Group Inc (Wisconsin) reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q4 2023 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 454 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q4 2023, an estimated $10.3K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q3 2023 and held it in 1 quarter.
Johnson Financial Group Inc (Wisconsin)'s Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $10.3K in Q3 2023.
83 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q4 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2023, filed 9 Feb 2024.