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Plante Moran Financial Advisors’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Plante Moran Financial Advisors’s Portfolio HAUZ Stock Details HAUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-525
Closed -$11K – 828
2024
Q1 		$11.4K Buy
525
+325
+163% +$6.81K ﹤0.01% 587
2023
Q4 		$4.38K Buy
+200
New +$4K ﹤0.01% 656
2022
Q4 		– Sell
-26
Closed -$1K – 910
2022
Q3 		$1K Buy
+26
New +$576 ﹤0.01% 819

Other funds holding HAUZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
JCIA
Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

Plante Moran Financial Advisors's HAUZ Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of Xtrackers International Real Estate ETF (HAUZ) in Q2 2024, closing a stake of 525 shares — an estimated $11K sold.

Plante Moran Financial Advisors first reported a position in HAUZ in Q3 2022 and held it in 3 quarters. The position peaked at $11.4K in Q1 2024. 68 funds tracked by Wall St. Rank hold HAUZ as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining Xtrackers International Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 525 Xtrackers International Real Estate ETF shares in Q2 2024, an estimated $11K.
  • Plante Moran Financial Advisors first reported a position in Xtrackers International Real Estate ETF in Q3 2022 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Xtrackers International Real Estate ETF position peaked at $11.4K in Q1 2024.
  • 68 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.