Mercer Global Advisors
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Mercer Global Advisors’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Mercer Global Advisors’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
2024
Q4 		– Sell
-21,839
Closed -$1.13M – 2263
2024
Q3 		$1.13M Sell
21,839
-1,207
-5% -$60.1K ﹤0.01% 976
2024
Q2 		$1.11M Sell
23,046
-464
-2% -$21.9K ﹤0.01% 928
2024
Q1 		$1.13M Sell
23,510
-24
-0.1% -$1.1K ﹤0.01% 913
2023
Q4 		$1.03M Sell
23,534
-1,356
-5% -$56.3K ﹤0.01% 961
2023
Q3 		$1M Buy
+24,890
New +$1.03M ﹤0.01% 943

Other funds holding ROUS

Ameriprise
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Mercer Global Advisors's ROUS Position: Q4 2024 in Review

Mercer Global Advisors sold out of Hartford Multifactor US Equity ETF (ROUS) in Q4 2024, closing a stake of 21,839 shares — an estimated $1.13M sold.

Mercer Global Advisors first reported a position in ROUS in Q3 2023 and held it in 5 quarters. The position peaked at $1.13M in Q1 2024. 58 funds tracked by Wall St. Rank hold ROUS as of Q4 2024.

  • Mercer Global Advisors reported no remaining Hartford Multifactor US Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 21,839 Hartford Multifactor US Equity ETF shares in Q4 2024, an estimated $1.13M.
  • Mercer Global Advisors first reported a position in Hartford Multifactor US Equity ETF in Q3 2023 and held it in 5 quarters.
  • Mercer Global Advisors's Hartford Multifactor US Equity ETF position peaked at $1.13M in Q1 2024.
  • 58 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q4 2024.

Based on Mercer Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.