OGF
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Orin Green Financial’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Orin Green Financial’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 		– Sell
-11,596
Closed -$341K – 80
2025
Q3 		$341K Buy
+11,596
New +$341K 0.14% 60

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
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 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

Orin Green Financial's HDEF Position: Q4 2025 in Review

Orin Green Financial sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q4 2025, closing a stake of 11,596 shares — an estimated $341K sold.

Orin Green Financial first reported a position in HDEF in Q3 2025 and held it in 1 quarter. The position peaked at $341K in Q3 2025. 137 funds tracked by Wall St. Rank hold HDEF as of Q4 2025.

  • Orin Green Financial reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Orin Green Financial sold 11,596 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q4 2025, an estimated $341K.
  • Orin Green Financial first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q3 2025 and held it in 1 quarter.
  • Orin Green Financial's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $341K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q4 2025.

Based on Orin Green Financial's 13F filing for Q4 2025, filed 6 Feb 2026.