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 New York $82.7B AUM 28.53% 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 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

WWA

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

Horan Securities's RODM Position: Q3 2023 in Review

Horan Securities sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q3 2023, closing a stake of 2,129 shares — an estimated $56K sold.

Horan Securities first reported a position in RODM in Q3 2020 and held it in 11 quarters. The position peaked at $606K in Q4 2020. 117 funds tracked by Wall St. Rank hold RODM as of Q3 2023.

Horan Securities reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 2,129 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2023, an estimated $56K.
Horan Securities first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q3 2020 and held it in 11 quarters.
Horan Securities's Hartford Multifactor Developed Markets ex-US ETF position peaked at $606K in Q4 2020.
117 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.