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RODM icon

Horan Securities’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Horan Securities’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
2023
Q3 		– Sell
-2,129
Closed -$56K – 524
2023
Q2 		$56K Hold
2,129
– – 0.02% 226
2023
Q1 		$56.1K Sell
2,129
-650
-23% -$16.9K 0.03% 206
2022
Q4 		$68.9K Sell
2,779
-4,054
-59% -$96.8K 0.04% 173
2022
Q3 		$149K Hold
6,833
– – 0.09% 113
2022
Q2 		$168K Buy
6,833
+2,090
+44% +$57K 0.1% 108
2022
Q1 		$138K Buy
4,743
+267
+6% +$7.8K 0.08% 113
2021
Q4 		$135K Buy
+4,476
New +$136K 0.08% 114
2021
Q2 		$152K Buy
4,936
+41
+0.8% +$1.27K 0.11% 90
2021
Q1 		$145K Sell
4,895
-16,494
-77% -$480K 0.12% 66
2020
Q4 		$606K Buy
21,389
+8,310
+64% +$226K 0.5% 15
2020
Q3 		$338K Buy
+13,079
New +$338K 0.34% 24

Other funds holding RODM

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return