OBWP
HDEF icon

O'Brien Wealth Partners’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

O'Brien Wealth Partners’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
2025
Q4 		$55.1M Sell
1,778,177
-6,843
-0.4% -$206K 7.29% 5
2025
Q3 		$52.5M Sell
1,785,020
-6,102
-0.3% -$179K 7.11% 5
2025
Q2 		$51.7M Buy
+1,791,122
New +$50.2M 8.11% 5

Other funds holding HDEF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

O'Brien Wealth Partners's HDEF Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) stake by 0.38% in Q4 2025, selling an estimated $206K and leaving 1,778,177 shares worth $55.1M. The position accounts for 7.29% of the portfolio, ranked #5.

O'Brien Wealth Partners first reported a position in HDEF in Q2 2025 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold HDEF as of Q4 2025.

  • O'Brien Wealth Partners held 1,778,177 shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF worth $55.1M as of Q4 2025.
  • O'Brien Wealth Partners sold 6,843 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q4 2025, an estimated $206K.
  • Xtrackers MSCI EAFE High Dividend Yield Equity ETF made up 7.29% of O'Brien Wealth Partners's portfolio in Q4 2025, its #5 holding.
  • O'Brien Wealth Partners first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.