Strategic Family Wealth Counselors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Strategic Family Wealth Counselors’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
2020 Q3	–	Sell	-10,045	Closed	-$247K	–	81
2020 Q2	$247K	Sell	10,045 -8,743	-47%	-$207K	0.16%	66
2020 Q1	$414K	Sell	18,788 -6,461	-26%	-$173K	0.31%	45
2019 Q4	$742K	Buy	25,249 +8,433	+50%	+$242K	0.6%	34
2019 Q3	$469K	Buy	+16,816	New	+$465K	0.35%	41

Other funds holding RODM

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HFM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Strategic Family Wealth Counselors's RODM Position: Q3 2020 in Review

Strategic Family Wealth Counselors sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q3 2020, closing a stake of 10,045 shares — an estimated $247K sold.

Strategic Family Wealth Counselors first reported a position in RODM in Q3 2019 and held it in 4 quarters. The position peaked at $742K in Q4 2019. 130 funds tracked by Wall St. Rank hold RODM as of Q3 2020.

Strategic Family Wealth Counselors reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q3 2020 after selling out during the quarter.
Strategic Family Wealth Counselors sold 10,045 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2020, an estimated $247K.
Strategic Family Wealth Counselors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q3 2019 and held it in 4 quarters.
Strategic Family Wealth Counselors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $742K in Q4 2019.
130 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2020.

Based on Strategic Family Wealth Counselors's 13F filing for Q3 2020, filed 26 Oct 2020.