EWM
Evermay Wealth Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Sell |
3,314
-145
| -4% | -$4.95K | 0.01% | 250 |
|
|
2025
Q1 | $107K | Sell |
3,459
-328
| -9% | -$10.2K | 0.01% | 253 |
|
|
2024
Q4 | $108K | Sell |
3,787
-198
| -5% | -$5.63K | 0.02% | 252 |
|
|
2024
Q3 | $122K | Sell |
3,985
-87
| -2% | -$2.65K | 0.02% | 246 |
|
|
2024
Q2 | $115K | Sell |
4,072
-211
| -5% | -$5.94K | 0.02% | 254 |
|
|
2024
Q1 | $120K | Sell |
4,283
-74
| -2% | -$2.07K | 0.02% | 257 |
|
|
2023
Q4 | $119K | Sell |
4,357
-175
| -4% | -$4.8K | 0.02% | 228 |
|
|
2023
Q3 | $116K | Sell |
4,532
-3,343
| -42% | -$85.7K | 0.02% | 219 |
|
|
2023
Q2 | $207K | Sell |
7,875
-6,638
| -46% | -$175K | 0.04% | 170 |
|
|
2023
Q1 | $382K | Sell |
14,513
-8,419
| -37% | -$222K | 0.08% | 117 |
|
|
2022
Q4 | $568K | Sell |
22,932
-390
| -2% | -$9.67K | 0.12% | 86 |
|
|
2022
Q3 | $507K | Sell |
23,322
-136
| -0.6% | -$2.96K | 0.1% | 83 |
|
|
2022
Q2 | $584K | Buy |
23,458
+2,489
| +12% | +$62K | 0.11% | 80 |
|
|
2022
Q1 | $611K | Sell |
20,969
-214
| -1% | -$6.24K | 0.1% | 92 |
|
|
2021
Q4 | $638K | Buy |
21,183
+545
| +3% | +$16.4K | 0.11% | 75 |
|
|
2021
Q3 | $621K | Sell |
20,638
-2,216
| -10% | -$66.7K | 0.12% | 67 |
|
|
2021
Q2 | $702K | Sell |
22,854
-6,658
| -23% | -$205K | 0.13% | 70 |
|
|
2021
Q1 | $877K | Sell |
29,512
-127
| -0.4% | -$3.77K | 0.18% | 56 |
|
|
2020
Q4 | $839K | Sell |
29,639
-5,938
| -17% | -$168K | 0.19% | 56 |
|
|
2020
Q3 | $921K | Buy |
35,577
+811
| +2% | +$21K | 0.23% | 44 |
|
|
2020
Q2 | $856K | Sell |
34,766
-7,393
| -18% | -$182K | 0.23% | 48 |
|
|
2020
Q1 | $929K | Sell |
42,159
-13,632
| -24% | -$300K | 0.28% | 39 |
|
|
2019
Q4 | $1.64M | Buy |
55,791
+5,208
| +10% | +$153K | 0.4% | 27 |
|
|
2019
Q3 | $1.41M | Buy |
50,583
+832
| +2% | +$23.2K | 0.38% | 31 |
|
|
2019
Q2 | $1.4M | Buy |
49,751
+210
| +0.4% | +$5.91K | 0.39% | 31 |
|
|
2019
Q1 | $1.4M | Buy |
49,541
+8,314
| +20% | +$234K | 0.39% | 31 |
|
|
2018
Q4 | $1.06M | Buy |
+41,227
| New | +$1.06M | 0.34% | 35 |
|