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Root Financial Partners’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Root Financial Partners’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
2026
Q2 		– Sell
-1,964
Closed -$44.4K – 1587
2026
Q1 		$44.4K Sell
1,964
-350
-15% -$8.45K ﹤0.01% 923
2025
Q4 		$53.7K Buy
2,314
+1,133
+96% +$26.5K ﹤0.01% 680
2025
Q3 		$27.8K Buy
+1,181
New +$27.4K ﹤0.01% 934

Other funds holding HAUZ

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $615M AUM 25.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Root Financial Partners's HAUZ Position: Q2 2026 in Review

Root Financial Partners sold out of Xtrackers International Real Estate ETF (HAUZ) in Q2 2026, closing a stake of 1,964 shares — an estimated $44.4K sold.

Root Financial Partners first reported a position in HAUZ in Q3 2025 and held it in 3 quarters. The position peaked at $53.7K in Q4 2025. 112 funds tracked by Wall St. Rank hold HAUZ as of Q2 2026.

  • Root Financial Partners reported no remaining Xtrackers International Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,964 Xtrackers International Real Estate ETF shares in Q2 2026, an estimated $44.4K.
  • Root Financial Partners first reported a position in Xtrackers International Real Estate ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Xtrackers International Real Estate ETF position peaked at $53.7K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.