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Synergy Investment Management’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Synergy Investment Management’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
Q2 		$12.1K Buy
+356
New +$11.6K ﹤0.01% 600

Other funds holding HDEF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Synergy Investment Management's HDEF Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q2 2026: 356 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #600 among its holdings.

139 funds tracked by Wall St. Rank hold HDEF as of Q2 2026.

  • Synergy Investment Management held 356 shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF worth $12.1K as of Q2 2026.
  • Xtrackers MSCI EAFE High Dividend Yield Equity ETF was a new Synergy Investment Management position in Q2 2026.
  • Xtrackers MSCI EAFE High Dividend Yield Equity ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #600 holding.
  • 139 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.