Money Concepts Capital’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-250	Closed	-$6.2K	–	2399
2022 Q4	$6.2K	Sell	250 -3,574	-93%	-$85.3K	﹤0.01%	2247
2022 Q3	$83K	Buy	+3,824	New	+$93.6K	﹤0.01%	608
2022 Q2	–	Sell	-250	Closed	-$7K	–	2406
2022 Q1	$7K	Buy	+250	New	+$7.31K	﹤0.01%	2086

Other funds holding RODM

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

MCCA

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.94B AUM 21.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

WWA

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

Money Concepts Capital's RODM Position: Q1 2023 in Review

Money Concepts Capital sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q1 2023, closing a stake of 250 shares — an estimated $6.2K sold.

Money Concepts Capital first reported a position in RODM in Q1 2022 and held it in 3 quarters. The position peaked at $83K in Q3 2022. 124 funds tracked by Wall St. Rank hold RODM as of Q1 2023.

Money Concepts Capital reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 250 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2023, an estimated $6.2K.
Money Concepts Capital first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2022 and held it in 3 quarters.
Money Concepts Capital's Hartford Multifactor Developed Markets ex-US ETF position peaked at $83K in Q3 2022.
124 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.