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

Lodestone 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
2026
Q1 		$6.03K Sell
267
-59
-18% -$1.42K ﹤0.01% 565
2025
Q4 		$7.57K Buy
+326
New +$7.62K ﹤0.01% 541

Other funds holding HAUZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Lodestone Wealth Management's HAUZ Position: Q1 2026 in Review

Lodestone Wealth Management reduced its Xtrackers International Real Estate ETF (HAUZ) stake by 18% in Q1 2026, selling an estimated $1.42K and leaving 267 shares worth $6.03K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Lodestone Wealth Management first reported a position in HAUZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.57K in Q4 2025. 104 funds tracked by Wall St. Rank hold HAUZ as of Q1 2026.

  • Lodestone Wealth Management held 267 shares of Xtrackers International Real Estate ETF worth $6.03K as of Q1 2026.
  • Lodestone Wealth Management sold 59 Xtrackers International Real Estate ETF shares in Q1 2026, an estimated $1.42K.
  • Xtrackers International Real Estate ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q1 2026, its #565 holding.
  • Lodestone Wealth Management first reported a position in Xtrackers International Real Estate ETF in Q4 2025 and has held it in 2 quarters since.
  • Lodestone Wealth Management's Xtrackers International Real Estate ETF position peaked at $7.57K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.