IEQ Capital’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

IEQ Capital’s Portfolio ROUS Stock Details ROUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$558K	Hold	9,447	–	–	﹤0.01%	1254
2025 Q4	$545K	Hold	9,447	–	–	﹤0.01%	1291
2025 Q3	$543K	Hold	9,447	–	–	﹤0.01%	1254
2025 Q2	$507K	Hold	9,447	–	–	﹤0.01%	1151
2025 Q1	$479K	Hold	9,447	–	–	﹤0.01%	996
2024 Q4	$481K	Hold	9,447	–	–	﹤0.01%	862
2024 Q3	$490K	Hold	9,447	–	–	0.01%	758
2024 Q2	$454K	Sell	9,447 -710	-7%	-$33.6K	0.01%	692
2024 Q1	$489K	Hold	10,157	–	–	0.01%	624
2023 Q4	$447K	Hold	10,157	–	–	0.01%	612
2023 Q3	$408K	Hold	10,157	–	–	0.01%	635
2023 Q2	$421K	Hold	10,157	–	–	0.01%	591
2023 Q1	$405K	Hold	10,157	–	–	0.01%	635
2022 Q4	$396K	Hold	10,157	–	–	0.01%	562
2022 Q3	$359K	Hold	10,157	–	–	0.01%	616
2022 Q2	$381K	Hold	10,157	–	–	0.01%	536
2022 Q1	$428K	Hold	10,157	–	–	0.01%	542
2021 Q4	$447K	Buy	+10,157	New	+$429K	0.01%	494

Other funds holding ROUS

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

IEQ Capital's ROUS Position: Q1 2026 in Review

IEQ Capital held its Hartford Multifactor US Equity ETF (ROUS) position steady in Q1 2026 at 9,447 shares worth $558K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

IEQ Capital first reported a position in ROUS in Q4 2021 and has held it in 18 quarters since. 64 funds tracked by Wall St. Rank hold ROUS as of Q1 2026.

IEQ Capital held 9,447 shares of Hartford Multifactor US Equity ETF worth $558K as of Q1 2026.
IEQ Capital left its Hartford Multifactor US Equity ETF share count unchanged in Q1 2026.
Hartford Multifactor US Equity ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1254 holding.
IEQ Capital first reported a position in Hartford Multifactor US Equity ETF in Q4 2021 and has held it in 18 quarters since.
64 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.