Robertson Stephens Wealth Management’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Robertson Stephens 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 Q2	$342K	Hold	10,655	–	–	0.01%	500
2026 Q1	$345K	Hold	10,655	–	–	0.01%	483
2025 Q4	$330K	Hold	10,655	–	–	0.01%	507
2025 Q3	$313K	Hold	10,655	–	–	0.01%	437
2025 Q2	$308K	Buy	+10,655	New	+$299K	0.01%	454

Other funds holding HDEF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Robertson Stephens Wealth Management's HDEF Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) position steady in Q2 2026 at 10,655 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #500.

Robertson Stephens Wealth Management first reported a position in HDEF in Q2 2025 and has held it in 5 quarters since. The position peaked at $345K in Q1 2026. 139 funds tracked by Wall St. Rank hold HDEF as of Q2 2026.

Robertson Stephens Wealth Management held 10,655 shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF worth $342K as of Q2 2026.
Robertson Stephens Wealth Management left its Xtrackers MSCI EAFE High Dividend Yield Equity ETF share count unchanged in Q2 2026.
Xtrackers MSCI EAFE High Dividend Yield Equity ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #500 holding.
Robertson Stephens Wealth Management first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q2 2025 and has held it in 5 quarters since.
Robertson Stephens Wealth Management's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $345K in Q1 2026.
139 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.