Clear Creek Financial Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Clear Creek Financial 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
2021 Q2	–	Sell	-64,530	Closed	-$2M	–	334
2021 Q1	$2M	Sell	64,530 -167,561	-72%	-$4.88M	4.01%	6
2020 Q4	$6.57M	Buy	+232,091	New	+$6.31M	1.27%	21
2020 Q3	–	Sell	-164,036	Closed	-$4.04M	–	223
2020 Q2	$4.04M	Sell	164,036 -48,244	-23%	-$1.14M	1.05%	24
2020 Q1	$4.75M	Sell	212,280 -22,247	-9%	-$594K	1.81%	14
2019 Q4	$6.89M	Buy	+234,527	New	+$6.74M	2.71%	13

Other funds holding RODM

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

AAS

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

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

HFM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Clear Creek Financial Management's RODM Position: Q2 2021 in Review

Clear Creek Financial Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2021, closing a stake of 64,530 shares — an estimated $2M sold.

Clear Creek Financial Management first reported a position in RODM in Q4 2019 and held it in 5 quarters. The position peaked at $6.89M in Q4 2019. 129 funds tracked by Wall St. Rank hold RODM as of Q2 2021.

Clear Creek Financial Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2021 after selling out during the quarter.
Clear Creek Financial Management sold 64,530 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2021, an estimated $2M.
Clear Creek Financial Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2019 and held it in 5 quarters.
Clear Creek Financial Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $6.89M in Q4 2019.
129 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2021.

Based on Clear Creek Financial Management's 13F filing for Q2 2021, filed 30 Jul 2021.