Nicholas Hoffman & Company’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Nicholas Hoffman & Company’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
2022 Q2	–	Sell	-13,492	Closed	-$393K	–	281
2022 Q1	$393K	Hold	13,492	–	–	0.02%	197
2021 Q4	$406K	Hold	13,492	–	–	0.01%	192
2021 Q3	$406K	Hold	13,492	–	–	0.07%	174
2021 Q2	$414K	Hold	13,492	–	–	0.07%	178
2021 Q1	$401K	Buy	+13,492	New	+$393K	0.08%	173

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

WWA

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

Nicholas Hoffman & Company's RODM Position: Q2 2022 in Review

Nicholas Hoffman & Company sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2022, closing a stake of 13,492 shares — an estimated $393K sold.

Nicholas Hoffman & Company first reported a position in RODM in Q1 2021 and held it in 5 quarters. The position peaked at $414K in Q2 2021. 125 funds tracked by Wall St. Rank hold RODM as of Q2 2022.

Nicholas Hoffman & Company reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2022 after selling out during the quarter.
Nicholas Hoffman & Company sold 13,492 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2022, an estimated $393K.
Nicholas Hoffman & Company first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2021 and held it in 5 quarters.
Nicholas Hoffman & Company's Hartford Multifactor Developed Markets ex-US ETF position peaked at $414K in Q2 2021.
125 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2022.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2022, filed 9 Aug 2022.