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Root Financial Partners’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Root Financial Partners’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
Q1 		$13.9K Sell
428
-7
-2% -$226 ﹤0.01% 1530
2025
Q4 		$13.5K Hold
435
– – ﹤0.01% 1365
2025
Q3 		$12.8K Buy
+435
New +$12.8K ﹤0.01% 1335

Other funds holding HDEF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Root Financial Partners reduced its Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) stake by 1.6% in Q1 2026, selling an estimated $226 and leaving 428 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Root Financial Partners first reported a position in HDEF in Q3 2025 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold HDEF as of Q1 2026.

  • Root Financial Partners held 428 shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF worth $13.9K as of Q1 2026.
  • Root Financial Partners sold 7 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q1 2026, an estimated $226.
  • Xtrackers MSCI EAFE High Dividend Yield Equity ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1530 holding.
  • Root Financial Partners first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q1 2026.

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