TrueWealth LLC’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

TrueWealth LLC’s Portfolio ROAM Stock Details ROAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,184	Closed	-$36K	–	763
2020 Q1	$36K	Buy	+2,184	New	+$45K	0.02%	286

Other funds holding ROAM

Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lumbard & Kellner Hollis, New Hampshire $289M AUM 59.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

RPG

Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

TrueWealth LLC's ROAM Position: Q2 2020 in Review

TrueWealth LLC sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q2 2020, closing a stake of 2,184 shares — an estimated $36K sold.

TrueWealth LLC first reported a position in ROAM in Q1 2020 and held it in 1 quarter. The position peaked at $36K in Q1 2020. 16 funds tracked by Wall St. Rank hold ROAM as of Q2 2020.

TrueWealth LLC reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
TrueWealth LLC sold 2,184 Hartford Multifactor Emerging Markets ETF shares in Q2 2020, an estimated $36K.
TrueWealth LLC first reported a position in Hartford Multifactor Emerging Markets ETF in Q1 2020 and held it in 1 quarter.
TrueWealth LLC's Hartford Multifactor Emerging Markets ETF position peaked at $36K in Q1 2020.
16 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.