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

MFA Wealth 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
2024
Q4 		– Sell
-219
Closed -$5.59K – 320
2024
Q3 		$5.59K Sell
219
-2,694
-92% -$65.6K ﹤0.01% 379
2024
Q2 		$70.4K Buy
+2,913
New +$69.2K 0.02% 161

Other funds holding ROAM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFA Wealth Advisors's ROAM Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q4 2024, closing a stake of 219 shares — an estimated $5.59K sold.

MFA Wealth Advisors first reported a position in ROAM in Q2 2024 and held it in 2 quarters. The position peaked at $70.4K in Q2 2024. 22 funds tracked by Wall St. Rank hold ROAM as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 219 Hartford Multifactor Emerging Markets ETF shares in Q4 2024, an estimated $5.59K.
  • MFA Wealth Advisors first reported a position in Hartford Multifactor Emerging Markets ETF in Q2 2024 and held it in 2 quarters.
  • MFA Wealth Advisors's Hartford Multifactor Emerging Markets ETF position peaked at $70.4K in Q2 2024.
  • 22 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.