IAG Wealth Partners
RODM icon

IAG Wealth Partners’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

IAG Wealth Partners’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 		$4.6M Sell
112,920
-2,790
-2% -$116K 0.43% 48
2026
Q2 		$4.68M Sell
115,710
-3,093
-3% -$127K 0.46% 48
2026
Q1 		$4.68M Sell
118,803
-1,589
-1% -$62.1K 0.52% 41
2025
Q4 		$4.45M Sell
120,392
-5,553
-4% -$201K 0.52% 40
2025
Q3 		$4.47M Sell
125,945
-8,385
-6% -$292K 0.54% 38
2025
Q2 		$4.58M Sell
134,330
-11,918
-8% -$388K 0.61% 35
2025
Q1 		$4.53M Sell
146,248
-10,963
-7% -$329K 0.7% 29
2024
Q4 		$4.47M Sell
157,211
-2,767
-2% -$82K 0.79% 31
2024
Q3 		$4.88M Sell
159,978
-6,490
-4% -$189K 0.9% 27
2024
Q2 		$4.6M Sell
166,468
-9,857
-6% -$276K 0.92% 26
2024
Q1 		$4.94M Sell
176,325
-2,600
-1% -$71.1K 1.06% 24
2023
Q4 		$4.91M Sell
178,925
-4,701
-3% -$122K 1.12% 22
2023
Q3 		$4.71M Sell
183,626
-10,899
-6% -$287K 1.31% 19
2023
Q2 		$5.12M Sell
194,525
-16,469
-8% -$440K 1.35% 17
2023
Q1 		$5.56M Sell
210,994
-31,306
-13% -$813K 1.54% 17
2022
Q4 		$6.01M Sell
242,300
-93,193
-28% -$2.22M 1.77% 13
2022
Q3 		$7.29M Sell
335,493
-18,968
-5% -$464K 2.42% 11
2022
Q2 		$8.82M Sell
354,461
-10,547
-3% -$288K 2.89% 9
2022
Q1 		$10.6M Buy
365,008
+458
+0.1% +$13.4K 3.34% 9
2021
Q4 		$11M Sell
364,550
-12,951
-3% -$393K 3.52% 9
2021
Q3 		$11.4M Sell
377,501
-7,061
-2% -$220K 4.04% 8
2021
Q2 		$11.8M Sell
384,562
-17,987
-4% -$558K 4.24% 8
2021
Q1 		$12M Sell
402,549
-3,371
-0.8% -$98.1K 4.56% 8
2020
Q4 		$11.5M Sell
405,920
-49
-0% -$1.33K 4.69% 9
2020
Q3 		$10.5M Sell
405,969
-8,783
-2% -$227K 4.85% 8
2020
Q2 		$10.2M Buy
414,752
+73,827
+22% +$1.75M 4.95% 6
2020
Q1 		$7.51M Buy
+340,925
New +$9.11M 5.01% 6

Other funds holding RODM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
First PREMIER Bank
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

IAG Wealth Partners's RODM Position: Q3 2026 in Review

IAG Wealth Partners reduced its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 2.4% in Q3 2026, selling an estimated $116K and leaving 112,920 shares worth $4.6M. The position accounts for 0.43% of the portfolio, ranked #48.

IAG Wealth Partners first reported a position in RODM in Q1 2020 and has held it in 27 quarters since. The position peaked at $12M in Q1 2021. 63 funds tracked by Wall St. Rank hold RODM as of Q3 2026.

  • IAG Wealth Partners held 112,920 shares of Hartford Multifactor Developed Markets ex-US ETF worth $4.6M as of Q3 2026.
  • IAG Wealth Partners sold 2,790 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2026, an estimated $116K.
  • Hartford Multifactor Developed Markets ex-US ETF made up 0.43% of IAG Wealth Partners's portfolio in Q3 2026, its #48 holding.
  • IAG Wealth Partners first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2020 and has held it in 27 quarters since.
  • IAG Wealth Partners's Hartford Multifactor Developed Markets ex-US ETF position peaked at $12M in Q1 2021.
  • 63 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.