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BCWM LLC’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

BCWM LLC’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
2021
Q3 		– Sell
-8,443
Closed -$259K – 68
2021
Q2 		$259K Hold
8,443
– – 0.08% 60
2021
Q1 		$251K Buy
+8,443
New +$246K 0.07% 66

Other funds holding RODM

Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCWM LLC's RODM Position: Q3 2021 in Review

BCWM LLC sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q3 2021, closing a stake of 8,443 shares — an estimated $259K sold.

BCWM LLC first reported a position in RODM in Q1 2021 and held it in 2 quarters. The position peaked at $259K in Q2 2021. 129 funds tracked by Wall St. Rank hold RODM as of Q3 2021.

  • BCWM LLC reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q3 2021 after selling out during the quarter.
  • BCWM LLC sold 8,443 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2021, an estimated $259K.
  • BCWM LLC first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2021 and held it in 2 quarters.
  • BCWM LLC's Hartford Multifactor Developed Markets ex-US ETF position peaked at $259K in Q2 2021.
  • 129 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2021.

Based on BCWM LLC's 13F filing for Q3 2021, filed 10 Nov 2021.