Horst & Graben Wealth Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Horst & Graben Wealth 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 Q3	–	Sell	-6,982	Closed	-$214K	–	139
2021 Q2	$214K	Sell	6,982 -6,193	-47%	-$192K	0.06%	127
2021 Q1	$391K	Sell	13,175 -72,034	-85%	-$2.1M	0.12%	94
2020 Q4	$2.41M	Sell	85,209 -81,766	-49%	-$2.22M	0.83%	27
2020 Q3	$4.32M	Buy	166,975 +43,885	+36%	+$1.13M	1.68%	15
2020 Q2	$3.03M	Buy	+123,090	New	+$2.92M	1.33%	15

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Horst & Graben Wealth Management's RODM Position: Q3 2021 in Review

Horst & Graben Wealth Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q3 2021, closing a stake of 6,982 shares — an estimated $214K sold.

Horst & Graben Wealth Management first reported a position in RODM in Q2 2020 and held it in 5 quarters. The position peaked at $4.32M in Q3 2020. 129 funds tracked by Wall St. Rank hold RODM as of Q3 2021.

Horst & Graben Wealth Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q3 2021 after selling out during the quarter.
Horst & Graben Wealth Management sold 6,982 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2021, an estimated $214K.
Horst & Graben Wealth Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2020 and held it in 5 quarters.
Horst & Graben Wealth Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $4.32M in Q3 2020.
129 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2021.

Based on Horst & Graben Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.