Teamwork Financial Advisors’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Teamwork Financial Advisors’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
2022 Q1	–	Sell	-10,837	Closed	-$256K	–	284
2021 Q4	$256K	Sell	10,837 -1,066	-9%	-$24.7K	0.05%	256
2021 Q3	$270K	Buy	11,903 +171	+1%	+$4.14K	0.05%	226
2021 Q2	$285K	Sell	11,732 -1,398	-11%	-$34.7K	0.06%	205
2021 Q1	$313K	Buy	13,130 +1,197	+10%	+$28.4K	0.07%	186
2020 Q4	$276K	Sell	11,933 -3,489	-23%	-$76.3K	0.07%	170
2020 Q3	$314K	Buy	15,422 +1,087	+8%	+$22.8K	0.1%	141
2020 Q2	$292K	Sell	14,335 -4,111	-22%	-$80.5K	0.1%	146
2020 Q1	$340K	Sell	18,446 -5,598	-23%	-$125K	0.21%	83
2019 Q4	$593K	Buy	+24,044	New	+$570K	0.35%	63

Other funds holding HDEF

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Brightworth Atlanta, Georgia $933M AUM 15.08% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Teamwork Financial Advisors's HDEF Position: Q1 2022 in Review

Teamwork Financial Advisors sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q1 2022, closing a stake of 10,837 shares — an estimated $256K sold.

Teamwork Financial Advisors first reported a position in HDEF in Q4 2019 and held it in 9 quarters. The position peaked at $593K in Q4 2019. 47 funds tracked by Wall St. Rank hold HDEF as of Q1 2022.

Teamwork Financial Advisors reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q1 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 10,837 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q1 2022, an estimated $256K.
Teamwork Financial Advisors first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q4 2019 and held it in 9 quarters.
Teamwork Financial Advisors's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $593K in Q4 2019.
47 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q1 2022.

Based on Teamwork Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.