Strategic Financial Planning’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Strategic Financial Planning’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
2026 Q2	$251K	Sell	11,177 -9,095	-45%	-$212K	0.13%	41
2026 Q1	$418K	Buy	20,272 +9,095	+81%	+$219K	0.24%	32
2025 Q4	$259K	Sell	11,177 -1	-0%	-$23	0.15%	36
2025 Q3	$263K	Hold	11,178	–	–	0.15%	35
2025 Q2	$256K	Buy	11,178 +2	+0%	+$43	0.16%	36
2025 Q1	$227K	Hold	11,176	–	–	0.16%	35
2024 Q4	$221K	Sell	11,176 -69	-0.6%	-$1.48K	0.15%	35
2024 Q3	$263K	Buy	11,245 +174	+2%	+$3.78K	0.17%	34
2024 Q2	$223K	Buy	11,071 +3	+0%	+$63	0.16%	34
2024 Q1	$240K	Buy	11,068 +418	+4%	+$8.76K	0.18%	34
2023 Q4	$233K	Buy	+10,650	New	+$213K	0.18%	33
2022 Q4	–	Sell	-15,214	Closed	-$296K	–	32
2022 Q3	$296K	Buy	+15,214	New	+$337K	0.31%	31
2022 Q2	–	Sell	-8,239	Closed	-$220K	–	32
2022 Q1	$220K	Buy	+8,239	New	+$221K	0.18%	32

Other funds holding HAUZ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Aire Advisors Beverly Hills, California $615M AUM 25.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strategic Financial Planning's HAUZ Position: Q2 2026 in Review

Strategic Financial Planning reduced its Xtrackers International Real Estate ETF (HAUZ) stake by 45% in Q2 2026, selling an estimated $212K and leaving 11,177 shares worth $251K. The position accounts for 0.13% of the portfolio, ranked #41.

Strategic Financial Planning first reported a position in HAUZ in Q1 2022 and has held it in 13 quarters since. The position peaked at $418K in Q1 2026. 113 funds tracked by Wall St. Rank hold HAUZ as of Q2 2026.

Strategic Financial Planning held 11,177 shares of Xtrackers International Real Estate ETF worth $251K as of Q2 2026.
Strategic Financial Planning sold 9,095 Xtrackers International Real Estate ETF shares in Q2 2026, an estimated $212K.
Xtrackers International Real Estate ETF made up 0.13% of Strategic Financial Planning's portfolio in Q2 2026, its #41 holding.
Strategic Financial Planning first reported a position in Xtrackers International Real Estate ETF in Q1 2022 and has held it in 13 quarters since.
Strategic Financial Planning's Xtrackers International Real Estate ETF position peaked at $418K in Q1 2026.
113 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.