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

Emerald 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
2020 Q4	–	Sell	-163,279	Closed	-$4.23M	–	89
2020 Q3	$4.23M	Buy	163,279 +6,304	+4%	+$163K	1.62%	5
2020 Q2	$3.87M	Buy	156,975 +8,661	+6%	+$206K	1.71%	5
2020 Q1	$3.46M	Buy	148,314 +134,523	+975%	+$3.59M	1.57%	6
2019 Q4	$399K	Buy	+13,791	New	+$396K	0.38%	40

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

Emerald Advisors's RODM Position: Q4 2020 in Review

Emerald Advisors sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q4 2020, closing a stake of 163,279 shares — an estimated $4.23M sold.

Emerald Advisors first reported a position in RODM in Q4 2019 and held it in 4 quarters. The position peaked at $4.23M in Q3 2020. 143 funds tracked by Wall St. Rank hold RODM as of Q4 2020.

Emerald Advisors reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q4 2020 after selling out during the quarter.
Emerald Advisors sold 163,279 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2020, an estimated $4.23M.
Emerald Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2019 and held it in 4 quarters.
Emerald Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $4.23M in Q3 2020.
143 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2020.

Based on Emerald Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.