Steward Partners Investment Advisory’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Steward Partners Investment Advisory’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	$18.3K	Buy	564 +296	+110%	+$9.55K	﹤0.01%	3274
2025 Q4	$8.3K	Buy	268 +263	+5,260%	+$7.93K	﹤0.01%	3513
2025 Q3	$147	Hold	5	–	–	﹤0.01%	4180
2025 Q2	$144	Hold	5	–	–	﹤0.01%	4033
2025 Q1	$136	Buy	+5	New	+$130	﹤0.01%	3937
2022 Q2	–	Sell	-60	Closed	-$1K	–	3294
2022 Q1	$1K	Hold	60	–	–	﹤0.01%	3186
2021 Q4	$1K	Hold	60	–	–	﹤0.01%	3092
2021 Q3	$1K	Hold	60	–	–	﹤0.01%	3074
2021 Q2	$1K	Hold	60	–	–	﹤0.01%	6964
2021 Q1	$1.43K	Hold	60	–	–	﹤0.01%	3270
2020 Q4	$1K	Hold	60	–	–	﹤0.01%	2784
2020 Q3	$1K	Sell	60 -63	-51%	-$1.32K	﹤0.01%	2661
2020 Q2	$3K	Hold	123	–	–	﹤0.01%	2384
2020 Q1	$2K	Hold	123	–	–	﹤0.01%	2282
2019 Q4	$3K	Hold	123	–	–	﹤0.01%	2349
2019 Q3	$2K	Buy	+123	New	+$2.76K	﹤0.01%	2426

Other funds holding HDEF

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's HDEF Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) stake by 110% in Q1 2026, buying an estimated $9.55K and bringing the position to 564 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3274.

Steward Partners Investment Advisory first reported a position in HDEF in Q3 2019 and has held it in 16 quarters since. 136 funds tracked by Wall St. Rank hold HDEF as of Q1 2026.

Steward Partners Investment Advisory held 564 shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF worth $18.3K as of Q1 2026.
Steward Partners Investment Advisory bought 296 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q1 2026, an estimated $9.55K.
Xtrackers MSCI EAFE High Dividend Yield Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3274 holding.
Steward Partners Investment Advisory first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q3 2019 and has held it in 16 quarters since.
136 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.