Fermata Advisors’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Fermata Advisors’s Portfolio ROAM Stock Details ROAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.12M	Sell	31,366 -12,913	-29%	-$458K	0.22%	106
2026 Q2	$1.58M	Sell	44,279 -1,295	-3%	-$45.2K	0.32%	82
2026 Q1	$1.41M	Buy	45,574 +7,743	+20%	+$243K	0.32%	82
2025 Q4	$1.1M	Buy	37,831 +2,799	+8%	+$80.8K	0.26%	86
2025 Q3	$976K	Buy	35,032 +3,584	+11%	+$96.7K	0.25%	90
2025 Q2	$828K	Sell	31,448 -292	-0.9%	-$7.15K	0.22%	100
2025 Q1	$747K	Buy	31,740 +1,733	+6%	+$40.6K	0.14%	122
2024 Q4	$684K	Buy	+30,007	New	+$730K	0.13%	117

Other funds holding ROAM

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Fermata Advisors's ROAM Position: Q3 2026 in Review

Fermata Advisors reduced its Hartford Multifactor Emerging Markets ETF (ROAM) stake by 29% in Q3 2026, selling an estimated $458K and leaving 31,366 shares worth $1.12M. The position accounts for 0.22% of the portfolio, ranked #106.

Fermata Advisors first reported a position in ROAM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.58M in Q2 2026. 3 funds tracked by Wall St. Rank hold ROAM as of Q3 2026.

Fermata Advisors held 31,366 shares of Hartford Multifactor Emerging Markets ETF worth $1.12M as of Q3 2026.
Fermata Advisors sold 12,913 Hartford Multifactor Emerging Markets ETF shares in Q3 2026, an estimated $458K.
Hartford Multifactor Emerging Markets ETF made up 0.22% of Fermata Advisors's portfolio in Q3 2026, its #106 holding.
Fermata Advisors first reported a position in Hartford Multifactor Emerging Markets ETF in Q4 2024 and has held it in 8 quarters since.
Fermata Advisors's Hartford Multifactor Emerging Markets ETF position peaked at $1.58M in Q2 2026.
3 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.