OneDigital Investment Advisors’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

OneDigital Investment Advisors’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 Q1	–	Sell	-9,210	Closed	-$227K	–	1126
2023 Q4	$227K	Buy	+9,210	New	+$212K	﹤0.01%	1012

Other funds holding HDEF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

OneDigital Investment Advisors's HDEF Position: Q1 2024 in Review

OneDigital Investment Advisors sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q1 2024, closing a stake of 9,210 shares — an estimated $227K sold.

OneDigital Investment Advisors first reported a position in HDEF in Q4 2023 and held it in 1 quarter. The position peaked at $227K in Q4 2023. 91 funds tracked by Wall St. Rank hold HDEF as of Q1 2024.

OneDigital Investment Advisors reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q1 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 9,210 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q1 2024, an estimated $227K.
OneDigital Investment Advisors first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q4 2023 and held it in 1 quarter.
OneDigital Investment Advisors's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $227K in Q4 2023.
91 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q1 2024.

Based on OneDigital Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.