Lodestone Wealth Management’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Lodestone Wealth Management’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
2026 Q3	$175K	Buy	5,400 +79	+1%	+$2.65K	0.06%	195
2026 Q2	$171K	Hold	5,321	–	–	0.06%	194
2026 Q1	$172K	Hold	5,321	–	–	0.07%	184
2025 Q4	$165K	Buy	+5,321	New	+$160K	0.07%	184

Other funds holding HDEF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

1WAL

15 Wealth Advisors LLC Mundelein, Illinois $399M AUM

PFS

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

Lodestone Wealth Management's HDEF Position: Q3 2026 in Review

Lodestone Wealth Management increased its Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) stake by 1.5% in Q3 2026, buying an estimated $2.65K and bringing the position to 5,400 shares worth $175K. The position accounts for 0.06% of the portfolio, ranked #195.

Lodestone Wealth Management first reported a position in HDEF in Q4 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold HDEF as of Q3 2026.

Lodestone Wealth Management held 5,400 shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF worth $175K as of Q3 2026.
Lodestone Wealth Management bought 79 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q3 2026, an estimated $2.65K.
Xtrackers MSCI EAFE High Dividend Yield Equity ETF made up 0.06% of Lodestone Wealth Management's portfolio in Q3 2026, its #195 holding.
Lodestone Wealth Management first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q4 2025 and has held it in 4 quarters since.
17 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.