Sargent Bickham Lagudis’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Sargent Bickham Lagudis’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
2022 Q2	–	Sell	-318	Closed	-$8K	–	1082
2022 Q1	$8K	Hold	318	–	–	﹤0.01%	741
2021 Q4	$8K	Hold	318	–	–	﹤0.01%	745
2021 Q3	$7K	Buy	+318	New	+$7.69K	﹤0.01%	767

Other funds holding HDEF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Brightworth Atlanta, Georgia $933M AUM 15.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

Sargent Bickham Lagudis's HDEF Position: Q2 2022 in Review

Sargent Bickham Lagudis sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q2 2022, closing a stake of 318 shares — an estimated $8K sold.

Sargent Bickham Lagudis first reported a position in HDEF in Q3 2021 and held it in 3 quarters. The position peaked at $8K in Q1 2022. 56 funds tracked by Wall St. Rank hold HDEF as of Q2 2022.

Sargent Bickham Lagudis reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q2 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 318 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q2 2022, an estimated $8K.
Sargent Bickham Lagudis first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q3 2021 and held it in 3 quarters.
Sargent Bickham Lagudis's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $8K in Q1 2022.
56 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q2 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2022, filed 13 Jul 2022.