IEQ Capital’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

IEQ Capital’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
2024 Q2	–	Sell	-9,185	Closed	-$257K	–	1035
2024 Q1	$257K	Hold	9,185	–	–	﹤0.01%	804
2023 Q4	$252K	Sell	9,185 -3,132	-25%	-$81.4K	﹤0.01%	778
2023 Q3	$316K	Hold	12,317	–	–	0.01%	702
2023 Q2	$324K	Hold	12,317	–	–	0.01%	651
2023 Q1	$324K	Hold	12,317	–	–	0.01%	693
2022 Q4	$305K	Hold	12,317	–	–	0.01%	621
2022 Q3	$268K	Hold	12,317	–	–	0.01%	689
2022 Q2	$307K	Hold	12,317	–	–	0.01%	603
2022 Q1	$359K	Hold	12,317	–	–	0.01%	593
2021 Q4	$371K	Buy	+12,317	New	+$374K	0.01%	540

Other funds holding RODM

Cerity Partners New York $70.8B AUM 21.68% 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

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

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

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WWA

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

IEQ Capital's RODM Position: Q2 2024 in Review

IEQ Capital sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2024, closing a stake of 9,185 shares — an estimated $257K sold.

IEQ Capital first reported a position in RODM in Q4 2021 and held it in 10 quarters. The position peaked at $371K in Q4 2021. 108 funds tracked by Wall St. Rank hold RODM as of Q2 2024.

IEQ Capital reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2024 after selling out during the quarter.
IEQ Capital sold 9,185 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2024, an estimated $257K.
IEQ Capital first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2021 and held it in 10 quarters.
IEQ Capital's Hartford Multifactor Developed Markets ex-US ETF position peaked at $371K in Q4 2021.
108 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2024.

Based on IEQ Capital's 13F filing for Q2 2024, filed 12 Aug 2024.