Belpointe Asset Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Belpointe Asset Management’s Portfolio RODM Stock Details RODM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,007	Closed	-$26.5K	–	2776
2023 Q1	$26.5K	Hold	1,007	–	–	﹤0.01%	2137
2022 Q4	$25K	Buy	+1,007	New	+$24K	﹤0.01%	2024
2021 Q1	–	Sell	-15,321	Closed	-$434K	–	1060
2020 Q4	$434K	Sell	15,321 -21,868	-59%	-$595K	0.04%	443
2020 Q3	$962K	Buy	37,189 +2,076	+6%	+$53.6K	0.11%	211
2020 Q2	$864K	Buy	+35,113	New	+$833K	0.11%	197

Other funds holding RODM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Belpointe Asset Management's RODM Position: Q2 2023 in Review

Belpointe Asset Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2023, closing a stake of 1,007 shares — an estimated $26.5K sold.

Belpointe Asset Management first reported a position in RODM in Q2 2020 and held it in 5 quarters. The position peaked at $962K in Q3 2020. 118 funds tracked by Wall St. Rank hold RODM as of Q2 2023.

Belpointe Asset Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,007 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2023, an estimated $26.5K.
Belpointe Asset Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2020 and held it in 5 quarters.
Belpointe Asset Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $962K in Q3 2020.
118 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.