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Lynx Investment Advisory’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Lynx Investment Advisory’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
Q3 		– Sell
-1,073
Closed -$26.2K – 389
2024
Q2 		$26.2K Buy
+1,073
New +$26.8K 0.02% 307

Other funds holding HDEF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Lynx Investment Advisory's HDEF Position: Q3 2024 in Review

Lynx Investment Advisory sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q3 2024, closing a stake of 1,073 shares — an estimated $26.2K sold.

Lynx Investment Advisory first reported a position in HDEF in Q2 2024 and held it in 1 quarter. The position peaked at $26.2K in Q2 2024. 89 funds tracked by Wall St. Rank hold HDEF as of Q3 2024.

  • Lynx Investment Advisory reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Lynx Investment Advisory sold 1,073 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q3 2024, an estimated $26.2K.
  • Lynx Investment Advisory first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q2 2024 and held it in 1 quarter.
  • Lynx Investment Advisory's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $26.2K in Q2 2024.
  • 89 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.