Encompass Wealth Advisors
RODM icon

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
Q3 		$440K Buy
10,802
+5,251
+95% +$218K 0.07% 109
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 		$1.36M 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

Hartford Funds Management
Hartford Funds Management Wayne, Pennsylvania $1.32B AUM 4.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
WESCAP Management Group
WESCAP Management Group Glendale, California $531M AUM 12.83% 1-Year Est. Return

Encompass Wealth Advisors's RODM Position: Q3 2026 in Review

Encompass Wealth Advisors increased its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 95% in Q3 2026, buying an estimated $218K and bringing the position to 10,802 shares worth $440K. The position accounts for 0.07% of the portfolio, ranked #109.

Encompass Wealth Advisors first reported a position in RODM in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.48M in Q2 2021. 81 funds tracked by Wall St. Rank hold RODM as of Q3 2026.

  • Encompass Wealth Advisors held 10,802 shares of Hartford Multifactor Developed Markets ex-US ETF worth $440K as of Q3 2026.
  • Encompass Wealth Advisors bought 5,251 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2026, an estimated $218K.
  • Hartford Multifactor Developed Markets ex-US ETF made up 0.07% of Encompass Wealth Advisors's portfolio in Q3 2026, its #109 holding.
  • Encompass Wealth Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2020 and has held it in 16 quarters since.
  • Encompass Wealth Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $1.48M in Q2 2021.
  • 81 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.