Sentinel Pension Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Sentinel Pension Advisors’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	-7,028	Closed	-$205K	–	91
2022 Q1	$205K	Sell	7,028 -214	-3%	-$6.25K	0.07%	84
2021 Q4	$218K	Buy	7,242 +183	+3%	+$5.55K	0.07%	93
2021 Q3	$212K	Buy	7,059 +41	+0.6%	+$1.28K	0.07%	80
2021 Q2	$216K	Hold	7,018	–	–	0.08%	77
2021 Q1	$208K	Sell	7,018 -3,768	-35%	-$110K	0.08%	63
2020 Q4	$305K	Buy	10,786 +28	+0.3%	+$761	0.11%	63
2020 Q3	$278K	Buy	10,758 +145	+1%	+$3.75K	0.11%	69
2020 Q2	$261K	Sell	10,613 -2,251	-17%	-$53.4K	0.11%	65
2020 Q1	$284K	Sell	12,864 -7,928	-38%	-$212K	0.14%	59
2019 Q4	$611K	Buy	+20,792	New	+$597K	0.4%	35

Other funds holding RODM

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 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 $2.17B AUM 27.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Sentinel Pension Advisors's RODM Position: Q2 2022 in Review

Sentinel Pension Advisors sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2022, closing a stake of 7,028 shares — an estimated $205K sold.

Sentinel Pension Advisors first reported a position in RODM in Q4 2019 and held it in 10 quarters. The position peaked at $611K in Q4 2019. 125 funds tracked by Wall St. Rank hold RODM as of Q2 2022.

Sentinel Pension Advisors reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2022 after selling out during the quarter.
Sentinel Pension Advisors sold 7,028 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2022, an estimated $205K.
Sentinel Pension Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2019 and held it in 10 quarters.
Sentinel Pension Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $611K in Q4 2019.
125 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2022.

Based on Sentinel Pension Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.