SOA Wealth Advisors’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

SOA Wealth Advisors’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
2024 Q2	–	Sell	-34	Closed	-$715	–	882
2024 Q1	$736	Hold	34	–	–	﹤0.01%	787
2023 Q4	$744	Hold	34	–	–	﹤0.01%	777
2023 Q3	$663	Hold	34	–	–	﹤0.01%	804
2023 Q2	$684	Hold	34	–	–	﹤0.01%	808
2023 Q1	$715	Hold	34	–	–	﹤0.01%	821
2022 Q4	$726	Hold	34	–	–	﹤0.01%	822
2022 Q3	$0	Hold	34	–	–	﹤0.01%	883
2022 Q2	$0	Hold	34	–	–	﹤0.01%	895
2022 Q1	$0	Buy	+34	New	+$910	﹤0.01%	942

Other funds holding HAUZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

JCIA

Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SFP

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

SOA Wealth Advisors's HAUZ Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Xtrackers International Real Estate ETF (HAUZ) in Q2 2024, closing a stake of 34 shares — an estimated $715 sold.

SOA Wealth Advisors first reported a position in HAUZ in Q1 2022 and held it in 9 quarters. The position peaked at $744 in Q4 2023. 68 funds tracked by Wall St. Rank hold HAUZ as of Q2 2024.

SOA Wealth Advisors reported no remaining Xtrackers International Real Estate ETF position as of Q2 2024 after selling out during the quarter.
SOA Wealth Advisors sold 34 Xtrackers International Real Estate ETF shares in Q2 2024, an estimated $715.
SOA Wealth Advisors first reported a position in Xtrackers International Real Estate ETF in Q1 2022 and held it in 9 quarters.
SOA Wealth Advisors's Xtrackers International Real Estate ETF position peaked at $744 in Q4 2023.
68 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.