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

Orgel 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 Q2	$957K	Buy	29,766 +40	+0.1%	+$1.31K	0.02%	65
2026 Q1	$963K	Buy	29,726 +267	+0.9%	+$8.62K	0.02%	54
2025 Q4	$913K	Sell	29,459 -1,349	-4%	-$40.7K	0.02%	54
2025 Q3	$906K	Sell	30,808 -683	-2%	-$20.1K	0.02%	53
2025 Q2	$909K	Sell	31,491 -1,831	-5%	-$51.3K	0.02%	53
2025 Q1	$904K	Hold	33,322	–	–	0.02%	47
2024 Q4	$809K	Buy	33,322 +5,720	+21%	+$145K	0.02%	51
2024 Q3	$742K	Hold	27,602	–	–	0.02%	52
2024 Q2	$673K	Buy	27,602 +2,661	+11%	+$66.4K	0.02%	52
2024 Q1	$615K	Buy	24,941 +25	+0.1%	+$605	0.02%	51
2023 Q4	$615K	Sell	24,916 -28,483	-53%	-$656K	0.02%	53
2023 Q3	$1.21M	Buy	+53,399	New	+$1.23M	0.04%	38
2022 Q3	–	Sell	-21,402	Closed	-$446K	–	67
2022 Q2	$446K	Buy	+21,402	New	+$491K	0.03%	42

Other funds holding HDEF

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

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $134M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Orgel Wealth Management's HDEF Position: Q2 2026 in Review

Orgel Wealth Management increased its Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) stake by 0.13% in Q2 2026, buying an estimated $1.31K and bringing the position to 29,766 shares worth $957K. The position accounts for 0.02% of the portfolio, ranked #65.

Orgel Wealth Management first reported a position in HDEF in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.21M in Q3 2023. 18 funds tracked by Wall St. Rank hold HDEF as of Q2 2026.

Orgel Wealth Management held 29,766 shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF worth $957K as of Q2 2026.
Orgel Wealth Management bought 40 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q2 2026, an estimated $1.31K.
Xtrackers MSCI EAFE High Dividend Yield Equity ETF made up 0.02% of Orgel Wealth Management's portfolio in Q2 2026, its #65 holding.
Orgel Wealth Management first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q2 2022 and has held it in 13 quarters since.
Orgel Wealth Management's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $1.21M in Q3 2023.
18 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q2 2026.

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