Larson Financial Group’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Larson Financial Group’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
2026 Q2	$3.18M	Buy	99,033 +98,712	+30,751%	+$3.23M	0.08%	192
2026 Q1	$10.4K	Hold	321	–	–	﹤0.01%	2232
2025 Q4	$9.95K	Hold	321	–	–	﹤0.01%	2120
2025 Q3	$9.44K	Buy	+321	New	+$9.43K	﹤0.01%	2046
2025 Q1	–	Sell	-590	Closed	-$14.3K	–	3131
2024 Q4	$14.3K	Hold	590	–	–	﹤0.01%	1345
2024 Q3	$15.9K	Buy	+590	New	+$15.2K	﹤0.01%	1299

Other funds holding HDEF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Larson Financial Group's HDEF Position: Q2 2026 in Review

Larson Financial Group increased its Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) stake by 30,751% in Q2 2026, buying an estimated $3.23M and bringing the position to 99,033 shares worth $3.18M. The position accounts for 0.08% of the portfolio, ranked #192.

Larson Financial Group first reported a position in HDEF in Q3 2024 and has held it in 6 quarters since. 140 funds tracked by Wall St. Rank hold HDEF as of Q2 2026.

Larson Financial Group held 99,033 shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF worth $3.18M as of Q2 2026.
Larson Financial Group bought 98,712 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q2 2026, an estimated $3.23M.
Xtrackers MSCI EAFE High Dividend Yield Equity ETF made up 0.08% of Larson Financial Group's portfolio in Q2 2026, its #192 holding.
Larson Financial Group first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q3 2024 and has held it in 6 quarters since.
140 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.