Lincoln National Corp’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Lincoln National Corp’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
2024 Q1	–	Sell	-13,503	Closed	-$333K	–	1220
2023 Q4	$333K	Sell	13,503 -122	-0.9%	-$2.81K	0.01%	834
2023 Q3	$308K	Buy	+13,625	New	+$315K	0.01%	782
2022 Q3	–	Sell	-16,905	Closed	-$352K	–	888
2022 Q2	$352K	Buy	+16,905	New	+$388K	0.01%	587

Other funds holding HDEF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

WPIC

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

WWA

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

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Lincoln National Corp's HDEF Position: Q1 2024 in Review

Lincoln National Corp sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q1 2024, closing a stake of 13,503 shares — an estimated $333K sold.

Lincoln National Corp first reported a position in HDEF in Q2 2022 and held it in 3 quarters. The position peaked at $352K in Q2 2022. 91 funds tracked by Wall St. Rank hold HDEF as of Q1 2024.

Lincoln National Corp reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q1 2024 after selling out during the quarter.
Lincoln National Corp sold 13,503 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q1 2024, an estimated $333K.
Lincoln National Corp first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q2 2022 and held it in 3 quarters.
Lincoln National Corp's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $352K in Q2 2022.
91 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q1 2024.

Based on Lincoln National Corp's 13F filing for Q1 2024, filed 2 May 2024.