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

Liberty 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 Q4	–	Sell	-3,921	Closed	-$118K	–	895
2021 Q3	$118K	Buy	3,921 +248	+7%	+$7.72K	0.04%	258
2021 Q2	$113K	Buy	3,673 +2,594	+240%	+$80.5K	0.04%	201
2021 Q1	$30K	Hold	1,079	–	–	0.01%	388
2020 Q4	$30K	Buy	1,079 +141	+15%	+$3.83K	0.01%	385
2020 Q3	$24K	Buy	+938	New	+$24.2K	0.01%	370

Other funds holding RODM

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

HFM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Liberty Wealth Management's RODM Position: Q4 2021 in Review

Liberty Wealth Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q4 2021, closing a stake of 3,921 shares — an estimated $118K sold.

Liberty Wealth Management first reported a position in RODM in Q3 2020 and held it in 5 quarters. The position peaked at $118K in Q3 2021. 136 funds tracked by Wall St. Rank hold RODM as of Q4 2021.

Liberty Wealth Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 3,921 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2021, an estimated $118K.
Liberty Wealth Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q3 2020 and held it in 5 quarters.
Liberty Wealth Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $118K in Q3 2021.
136 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.