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 Q3	$935K	Sell	28,902 -864	-3%	-$28.9K	0.02%	66
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 $67.3B AUM 21.9% 1-Year Est. Return

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

15 Wealth Advisors LLC Mundelein, Illinois $399M AUM

White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

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

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

Orgel Wealth Management reduced its Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) stake by 2.9% in Q3 2026, selling an estimated $28.9K and leaving 28,902 shares worth $935K. The position accounts for 0.02% of the portfolio, ranked #66.

Orgel Wealth Management first reported a position in HDEF in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.21M in Q3 2023. 26 funds tracked by Wall St. Rank hold HDEF as of Q3 2026.

Orgel Wealth Management held 28,902 shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF worth $935K as of Q3 2026.
Orgel Wealth Management sold 864 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q3 2026, an estimated $28.9K.
Xtrackers MSCI EAFE High Dividend Yield Equity ETF made up 0.02% of Orgel Wealth Management's portfolio in Q3 2026, its #66 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 14 quarters since.
Orgel Wealth Management's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $1.21M in Q3 2023.
26 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q3 2026.

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