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 Q2	$224K	Sell	5,551 -220	-4%	-$9K	0.07%	102
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 $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Encompass Wealth Advisors's RODM Position: Q2 2026 in Review

Encompass Wealth Advisors reduced its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 3.8% in Q2 2026, selling an estimated $9K and leaving 5,551 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #102.

Encompass Wealth Advisors first reported a position in RODM in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.48M in Q2 2021. 131 funds tracked by Wall St. Rank hold RODM as of Q2 2026.

Encompass Wealth Advisors held 5,551 shares of Hartford Multifactor Developed Markets ex-US ETF worth $224K as of Q2 2026.
Encompass Wealth Advisors sold 220 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2026, an estimated $9K.
Hartford Multifactor Developed Markets ex-US ETF made up 0.07% of Encompass Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Encompass Wealth Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2020 and has held it in 15 quarters since.
Encompass Wealth Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $1.48M in Q2 2021.
131 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.