Householder Group Estate & Retirement Specialist’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-133	Closed	-$4K	–	1060
2024 Q3	$4K	Hold	133	–	–	﹤0.01%	967
2024 Q2	$3K	Sell	133 -853	-87%	-$23.9K	﹤0.01%	1032
2024 Q1	$27.6K	Buy	986 +853	+641%	+$23.3K	0.01%	591
2023 Q4	$3K	Hold	133	–	–	﹤0.01%	962
2023 Q3	$3.41K	Buy	+133	New	+$3.5K	﹤0.01%	995
2023 Q1	$4K	Buy	+133	New	+$3.46K	﹤0.01%	1004
2022 Q4	–	Sell	-133	Closed	-$2K	–	942
2022 Q3	$2K	Buy	+133	New	+$3.26K	﹤0.01%	975

Other funds holding RODM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

HFM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's RODM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q4 2024, closing a stake of 133 shares — an estimated $4K sold.

Householder Group Estate & Retirement Specialist first reported a position in RODM in Q3 2022 and held it in 7 quarters. The position peaked at $27.6K in Q1 2024. 106 funds tracked by Wall St. Rank hold RODM as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 133 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2024, an estimated $4K.
Householder Group Estate & Retirement Specialist first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Hartford Multifactor Developed Markets ex-US ETF position peaked at $27.6K in Q1 2024.
106 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.