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

United Capital 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
2023
Q2 		– Sell
-8,652
Closed -$202K – 931
2023
Q1 		$202K Buy
+8,652
New +$197K ﹤0.01% 927

Other funds holding HDEF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

United Capital Financial Advisors's HDEF Position: Q2 2023 in Review

United Capital Financial Advisors sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q2 2023, closing a stake of 8,652 shares — an estimated $202K sold.

United Capital Financial Advisors first reported a position in HDEF in Q1 2023 and held it in 1 quarter. The position peaked at $202K in Q1 2023. 68 funds tracked by Wall St. Rank hold HDEF as of Q2 2023.

  • United Capital Financial Advisors reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q2 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,652 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q2 2023, an estimated $202K.
  • United Capital Financial Advisors first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q1 2023 and held it in 1 quarter.
  • United Capital Financial Advisors's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $202K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q2 2023.

Based on United Capital Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.