Weaver Consulting Group’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Weaver Consulting Group’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 Q4	–	Sell	-360	Closed	-$9K	–	724
2020 Q3	$9K	Hold	360	–	–	0.01%	583
2020 Q2	$9K	Hold	360	–	–	0.01%	564
2020 Q1	$8K	Hold	360	–	–	0.01%	489
2019 Q4	$10K	Hold	360	–	–	0.01%	497
2019 Q3	$10K	Hold	360	–	–	0.01%	488
2019 Q2	$10K	Hold	360	–	–	0.01%	465
2019 Q1	$10K	Buy	+360	New	+$9.93K	﹤0.01%	947

Other funds holding RODM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Weaver Consulting Group's RODM Position: Q4 2020 in Review

Weaver Consulting Group sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q4 2020, closing a stake of 360 shares — an estimated $9K sold.

Weaver Consulting Group first reported a position in RODM in Q1 2019 and held it in 7 quarters. The position peaked at $10K in Q4 2019. 143 funds tracked by Wall St. Rank hold RODM as of Q4 2020.

Weaver Consulting Group reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 360 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2020, an estimated $9K.
Weaver Consulting Group first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's Hartford Multifactor Developed Markets ex-US ETF position peaked at $10K in Q4 2019.
143 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.