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Legacy Wealth Management (Idaho)’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Legacy Wealth Management (Idaho)’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
2025
Q2 		– Sell
-479
Closed -$13K – 811
2025
Q1 		$13K Buy
+479
New +$12.5K 0.01% 292

Other funds holding HDEF

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AF
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OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s HDEF Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q2 2025, closing a stake of 479 shares — an estimated $13K sold.

Legacy Wealth Management (Idaho) first reported a position in HDEF in Q1 2025 and held it in 1 quarter. The position peaked at $13K in Q1 2025. 111 funds tracked by Wall St. Rank hold HDEF as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 479 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q2 2025, an estimated $13K.
  • Legacy Wealth Management (Idaho) first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q1 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $13K in Q1 2025.
  • 111 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.