Arden Trust’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Arden Trust’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
2024 Q2	$13.4M	Sell	486,191 -176,533	-27%	-$4.95M	1.87%	15
2024 Q1	$18.6M	Buy	662,724 +1,518	+0.2%	+$41.5K	2.59%	10
2023 Q4	$18.1M	Buy	661,206 +8,477	+1%	+$220K	2.66%	10
2023 Q3	$16.7M	Buy	652,729 +61,428	+10%	+$1.62M	2.79%	9
2023 Q2	$15.6M	Buy	591,301 +268,132	+83%	+$7.17M	2.55%	10
2023 Q1	$8.51M	Buy	+323,169	New	+$8.39M	1.54%	18

Other funds holding RODM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

HFM

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

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

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WWA

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

Arden Trust's RODM Position: Q2 2024 in Review

Arden Trust reduced its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 27% in Q2 2024, selling an estimated $4.95M and leaving 486,191 shares worth $13.4M. The position accounts for 1.87% of the portfolio, ranked #15.

Arden Trust first reported a position in RODM in Q1 2023 and has held it in 6 quarters since. The position peaked at $18.6M in Q1 2024. 108 funds tracked by Wall St. Rank hold RODM as of Q2 2024.

Arden Trust held 486,191 shares of Hartford Multifactor Developed Markets ex-US ETF worth $13.4M as of Q2 2024.
Arden Trust sold 176,533 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2024, an estimated $4.95M.
Hartford Multifactor Developed Markets ex-US ETF made up 1.87% of Arden Trust's portfolio in Q2 2024, its #15 holding.
Arden Trust first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2023 and has held it in 6 quarters since.
Arden Trust's Hartford Multifactor Developed Markets ex-US ETF position peaked at $18.6M in Q1 2024.
108 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.