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Litman Gregory Wealth Management’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Litman Gregory Wealth Management’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
Q3 		– Sell
-10,370
Closed -$376K – 124
2023
Q2 		$376K Buy
+10,370
New +$217K 0.05% 63
2023
Q1 		– Sell
-10,370
Closed -$346K – 59
2022
Q4 		$346K Buy
10,370
+1,040
+11% +$21.3K 0.05% 64
2022
Q3 		$279K Hold
9,330
– – 0.04% 66
2022
Q2 		$293K Buy
+9,330
New +$228K 0.04% 77
2020
Q1 		– Sell
-1,556
Closed -$46K – 182
2019
Q4 		$46K Buy
+1,556
New +$45.7K 0.01% 96
2018
Q2 		– Sell
-674
Closed -$19K – 132
2018
Q1 		$19K Sell
674
-243
-26% -$7.19K 0.01% 128
2017
Q4 		$26 Hold
917
– – 0.01% 63
2017
Q3 		$26K Sell
917
-4,734
-84% -$129K 0.01% 62
2017
Q2 		$155K Sell
5,651
-783,261
-99% -$20.3M 0.09% 27
2017
Q1 		$21.3M Buy
788,912
+1,543
+0.2% +$37.5K 13.22% 2
2016
Q4 		$20M Sell
787,369
-60,948
-7% -$1.42M 13.43% 3
2016
Q3 		$21.9M Sell
848,317
-6,220
-0.7% -$145K 15.91% 2
2016
Q2 		$21M Sell
854,537
-2,750
-0.3% -$60.3K 16.67% 2
2016
Q1 		$21.1M Buy
857,287
+84,553
+11% +$1.75M 16.72% 2
2015
Q4 		$20M Buy
+772,734
New +$18M 14.39% 2

Other funds holding HAUZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JCIA
Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Litman Gregory Wealth Management's HAUZ Position: Q3 2023 in Review

Litman Gregory Wealth Management sold out of Xtrackers International Real Estate ETF (HAUZ) in Q3 2023, closing a stake of 10,370 shares — an estimated $376K sold.

Litman Gregory Wealth Management first reported a position in HAUZ in Q4 2015 and held it in 15 quarters. The position peaked at $21.9M in Q3 2016. 57 funds tracked by Wall St. Rank hold HAUZ as of Q3 2023.

  • Litman Gregory Wealth Management reported no remaining Xtrackers International Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 10,370 Xtrackers International Real Estate ETF shares in Q3 2023, an estimated $376K.
  • Litman Gregory Wealth Management first reported a position in Xtrackers International Real Estate ETF in Q4 2015 and held it in 15 quarters.
  • Litman Gregory Wealth Management's Xtrackers International Real Estate ETF position peaked at $21.9M in Q3 2016.
  • 57 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q3 2023.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.