LWM
HAUZ icon

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
Q2 		$5.63K Sell
251
-16
-6% -$372 ﹤0.01% 586
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 $751B AUM 38.74% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $615M AUM 25.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lodestone Wealth Management's HAUZ Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Xtrackers International Real Estate ETF (HAUZ) stake by 6% in Q2 2026, selling an estimated $372 and leaving 251 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Lodestone Wealth Management first reported a position in HAUZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.57K in Q4 2025. 112 funds tracked by Wall St. Rank hold HAUZ as of Q2 2026.

  • Lodestone Wealth Management held 251 shares of Xtrackers International Real Estate ETF worth $5.63K as of Q2 2026.
  • Lodestone Wealth Management sold 16 Xtrackers International Real Estate ETF shares in Q2 2026, an estimated $372.
  • Xtrackers International Real Estate ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #586 holding.
  • Lodestone Wealth Management first reported a position in Xtrackers International Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Xtrackers International Real Estate ETF position peaked at $7.57K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.