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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
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 $654B AUM 26.35% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Root Financial Partners's HAUZ Position: Q1 2026 in Review

Root Financial Partners reduced its Xtrackers International Real Estate ETF (HAUZ) stake by 15% in Q1 2026, selling an estimated $8.45K and leaving 1,964 shares worth $44.4K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Root Financial Partners first reported a position in HAUZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $53.7K in Q4 2025. 104 funds tracked by Wall St. Rank hold HAUZ as of Q1 2026.

  • Root Financial Partners held 1,964 shares of Xtrackers International Real Estate ETF worth $44.4K as of Q1 2026.
  • Root Financial Partners sold 350 Xtrackers International Real Estate ETF shares in Q1 2026, an estimated $8.45K.
  • Xtrackers International Real Estate ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #923 holding.
  • Root Financial Partners first reported a position in Xtrackers International Real Estate ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Xtrackers International Real Estate ETF position peaked at $53.7K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.