Private Wealth Group’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Private Wealth Group’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	$250K	Hold	7,739	–	–	0.1%	64
2026 Q2	$249K	Hold	7,739	–	–	0.1%	72
2026 Q1	$251K	Hold	7,739	–	–	0.12%	61
2025 Q4	$240K	Hold	7,739	–	–	0.12%	61
2025 Q3	$228K	Hold	7,739	–	–	0.11%	62
2025 Q2	$223K	Hold	7,739	–	–	0.12%	61
2025 Q1	$210K	Buy	+7,739	New	+$202K	0.12%	57
2024 Q4	–	Sell	-7,739	Closed	-$208K	–	66
2024 Q3	$208K	Buy	+7,739	New	+$199K	0.1%	61

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 Mundelein, Illinois $399M AUM

ETF Portfolio Partners Leawood, Kansas $399M AUM 9.55% 1-Year Est. Return

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

TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

SWS Partners Columbus, Ohio $465M AUM 35.11% 1-Year Est. Return

Private Wealth Group's HDEF Position: Q3 2026 in Review

Private Wealth Group held its Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) position steady in Q3 2026 at 7,739 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #64.

Private Wealth Group first reported a position in HDEF in Q3 2024 and has held it in 8 quarters since. The position peaked at $251K in Q1 2026. 46 funds tracked by Wall St. Rank hold HDEF as of Q3 2026.

Private Wealth Group held 7,739 shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF worth $250K as of Q3 2026.
Private Wealth Group left its Xtrackers MSCI EAFE High Dividend Yield Equity ETF share count unchanged in Q3 2026.
Xtrackers MSCI EAFE High Dividend Yield Equity ETF made up 0.1% of Private Wealth Group's portfolio in Q3 2026, its #64 holding.
Private Wealth Group first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q3 2024 and has held it in 8 quarters since.
Private Wealth Group's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $251K in Q1 2026.
46 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.