Encompass Wealth Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Encompass Wealth Advisors’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
2026 Q1	$227K	Sell	5,771 -45	-0.8%	-$1.76K	0.08%	92
2025 Q4	$215K	Hold	5,816	–	–	0.07%	97
2025 Q3	$207K	Buy	+5,816	New	+$203K	0.07%	106
2023 Q3	–	Sell	-33,584	Closed	-$884K	–	294
2023 Q2	$884K	Sell	33,584 -4,475	-12%	-$120K	0.29%	69
2023 Q1	$1M	Buy	38,059 +780	+2%	+$20.3K	0.34%	56
2022 Q4	$924K	Sell	37,279 -6,150	-14%	-$147K	0.34%	58
2022 Q3	$944K	Sell	43,429 -1,110	-2%	-$27.2K	0.36%	55
2022 Q2	$1.11M	Sell	44,539 -337	-0.8%	-$9.2K	0.39%	50
2022 Q1	$1.31M	Sell	44,876 -133	-0.3%	-$3.89K	0.33%	53
2021 Q4	$1.35M	Sell	45,009 -1,160	-3%	-$35.2K	0.33%	56
2021 Q3	$1.39M	Sell	46,169 -2,115	-4%	-$65.8K	0.36%	52
2021 Q2	$1.48M	Sell	48,284 -92	-0.2%	-$2.85K	0.36%	53
2021 Q1	$1.48M	Buy	48,376 +804	+2%	+$23.4K	0.38%	52
2020 Q4	$1.35M	Buy	+47,572	New	+$1.29M	0.78%	28

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

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

MCCA

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

WWA

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

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

Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Encompass Wealth Advisors's RODM Position: Q1 2026 in Review

Encompass Wealth Advisors reduced its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 0.77% in Q1 2026, selling an estimated $1.76K and leaving 5,771 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #92.

Encompass Wealth Advisors first reported a position in RODM in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.48M in Q2 2021. 130 funds tracked by Wall St. Rank hold RODM as of Q1 2026.

Encompass Wealth Advisors held 5,771 shares of Hartford Multifactor Developed Markets ex-US ETF worth $227K as of Q1 2026.
Encompass Wealth Advisors sold 45 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2026, an estimated $1.76K.
Hartford Multifactor Developed Markets ex-US ETF made up 0.08% of Encompass Wealth Advisors's portfolio in Q1 2026, its #92 holding.
Encompass Wealth Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2020 and has held it in 14 quarters since.
Encompass Wealth Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $1.48M in Q2 2021.
130 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.