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Pacific Capital Wealth Advisors’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Pacific Capital Wealth 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
2025
Q1 		– Sell
-112
Closed -$2.73K – 207
2024
Q4 		$2.73K Hold
112
– – ﹤0.01% 335
2024
Q3 		$3.01K Buy
112
+1
+0.9% +$26 ﹤0.01% 379
2024
Q2 		$2.71K Buy
+111
New +$2.77K ﹤0.01% 425

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Pacific Capital Wealth Advisors's HDEF Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q1 2025, closing a stake of 112 shares — an estimated $2.73K sold.

Pacific Capital Wealth Advisors first reported a position in HDEF in Q2 2024 and held it in 3 quarters. The position peaked at $3.01K in Q3 2024. 106 funds tracked by Wall St. Rank hold HDEF as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 112 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q1 2025, an estimated $2.73K.
  • Pacific Capital Wealth Advisors first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q2 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $3.01K in Q3 2024.
  • 106 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.