Clearview Wealth Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Clearview Wealth Advisors’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 Q3	–	Sell	-1,012	Closed	-$26.6K	–	512
2023 Q2	$26.6K	Sell	1,012 -316	-24%	-$8.45K	0.03%	241
2023 Q1	$35K	Sell	1,328 -97	-7%	-$2.52K	0.04%	218
2022 Q4	$35.3K	Buy	1,425 +4	+0.3%	+$95	0.03%	188
2022 Q3	$31K	Hold	1,421	–	–	0.02%	206
2022 Q2	$35K	Buy	1,421 +10	+0.7%	+$273	0.03%	217
2022 Q1	$41K	Hold	1,411	–	–	0.03%	220
2021 Q4	$43K	Sell	1,411 -527	-27%	-$16K	0.03%	243
2021 Q3	$58K	Sell	1,938 -608	-24%	-$18.9K	0.04%	224
2021 Q2	$78K	Sell	2,546 -5,584	-69%	-$173K	0.05%	195
2021 Q1	$241K	Sell	8,130 -45,934	-85%	-$1.34M	0.16%	103
2020 Q4	$1.53M	Buy	+54,064	New	+$1.47M	1.03%	23

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

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

RJFSA

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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Clearview Wealth Advisors's RODM Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q3 2023, closing a stake of 1,012 shares — an estimated $26.6K sold.

Clearview Wealth Advisors first reported a position in RODM in Q4 2020 and held it in 11 quarters. The position peaked at $1.53M in Q4 2020. 117 funds tracked by Wall St. Rank hold RODM as of Q3 2023.

Clearview Wealth Advisors reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 1,012 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2023, an estimated $26.6K.
Clearview Wealth Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $1.53M in Q4 2020.
117 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.