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One Wealth Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

One Wealth Advisors’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
-1,699
Closed -$42.1K – 503
2022
Q4 		$42.1K Buy
+1,699
New +$40.5K 0.01% 442
2021
Q1 		– Sell
-12,274
Closed -$347K – 168
2020
Q4 		$347K Buy
+12,274
New +$334K 0.19% 73

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
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
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
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
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

One Wealth Advisors's RODM Position: Q1 2023 in Review

One Wealth Advisors sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q1 2023, closing a stake of 1,699 shares — an estimated $42.1K sold.

One Wealth Advisors first reported a position in RODM in Q4 2020 and held it in 2 quarters. The position peaked at $347K in Q4 2020. 124 funds tracked by Wall St. Rank hold RODM as of Q1 2023.

  • One Wealth Advisors reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 1,699 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2023, an estimated $42.1K.
  • One Wealth Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2020 and held it in 2 quarters.
  • One Wealth Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $347K in Q4 2020.
  • 124 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.