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Signal Advisors Wealth’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Signal Advisors Wealth’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 		$263K Hold
8,130
– – 0.02% 507
2025
Q4 		$252K Sell
8,130
-1,323
-14% -$39.9K 0.02% 445
2025
Q3 		$278K Buy
9,453
+1,323
+16% +$38.9K 0.03% 372
2025
Q2 		$235K Hold
8,130
– – 0.02% 422
2025
Q1 		$221K Buy
+8,130
New +$212K 0.02% 409
2024
Q4 		– Sell
-11,075
Closed -$298K – 433
2024
Q3 		$298K Hold
11,075
– – 0.04% 346
2024
Q2 		$270K Buy
11,075
+247
+2% +$6.16K 0.59% 50
2024
Q1 		$267K Hold
10,828
– – 0.07% 247
2023
Q4 		$267K Buy
+10,828
New +$250K 0.09% 182

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