VFA
HDEF icon

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

Valeo 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
Q2 		– Sell
-8,760
Closed -$212K – 568
2022
Q1 		$212K Buy
+8,760
New +$210K 0.01% 534

Other funds holding HDEF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
B
Brightworth Atlanta, Georgia $933M AUM 15.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valeo Financial Advisors's HDEF Position: Q2 2022 in Review

Valeo Financial Advisors sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q2 2022, closing a stake of 8,760 shares — an estimated $212K sold.

Valeo Financial Advisors first reported a position in HDEF in Q1 2022 and held it in 1 quarter. The position peaked at $212K in Q1 2022. 56 funds tracked by Wall St. Rank hold HDEF as of Q2 2022.

  • Valeo Financial Advisors reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 8,760 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q2 2022, an estimated $212K.
  • Valeo Financial Advisors first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q1 2022 and held it in 1 quarter.
  • Valeo Financial Advisors's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $212K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q2 2022.

Based on Valeo Financial Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.