UBS Group’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,473
| Closed | -$152K | – | 10755 |
|
|
2025
Q1 | $152K | Buy |
+6,473
| New | +$152K | ﹤0.01% | 6729 |
|
|
2024
Q3 | – | Sell |
-2
| Closed | -$48 | – | 9981 |
|
|
2024
Q2 | $48 | Buy |
+2
| New | +$48 | ﹤0.01% | 9235 |
|
|
2024
Q1 | – | Sell |
-1,537
| Closed | -$34.4K | – | 9914 |
|
|
2023
Q4 | $34.4K | Buy |
+1,537
| New | +$33.1K | ﹤0.01% | 6764 |
|
|
2023
Q3 | – | Sell |
-237
| Closed | -$4.98K | – | 9884 |
|
|
2023
Q2 | $4.98K | Sell |
237
-12,452
| -98% | -$260K | ﹤0.01% | 7487 |
|
|
2023
Q1 | $259K | Sell |
12,689
-428,868
| -97% | -$8.73M | ﹤0.01% | 5192 |
|
|
2022
Q4 | $8.6M | Buy |
441,557
+7,178
| +2% | +$139K | ﹤0.01% | 2029 |
|
|
2022
Q3 | $7.82M | Buy |
434,379
+415,022
| +2,144% | +$8.19M | ﹤0.01% | 1988 |
|
|
2022
Q2 | $388K | Sell |
19,357
-266
| -1% | -$5.79K | ﹤0.01% | 4446 |
|
|
2022
Q1 | $456K | Sell |
19,623
-797
| -4% | -$18.9K | ﹤0.01% | 4763 |
|
|
2021
Q4 | $491K | Buy |
20,420
+1,944
| +11% | +$47.8K | ﹤0.01% | 4994 |
|
|
2021
Q3 | $452K | Sell |
18,476
-66
| -0.4% | -$1.65K | ﹤0.01% | 4802 |
|
|
2021
Q2 | $472K | Buy |
18,542
+4,208
| +29% | +$105K | ﹤0.01% | 4773 |
|
|
2021
Q1 | $349K | Sell |
14,334
-107
| -0.7% | -$2.56K | ﹤0.01% | 5117 |
|
|
2020
Q4 | $331K | Sell |
14,441
-2,920
| -17% | -$62.3K | ﹤0.01% | 4905 |
|
|
2020
Q3 | $342K | Buy |
17,361
+4,061
| +31% | +$81.9K | ﹤0.01% | 4457 |
|
|
2020
Q2 | $253K | Sell |
13,300
-60,721
| -82% | -$1.12M | ﹤0.01% | 4633 |
|
|
2020
Q1 | $1.22M | Sell |
74,021
-48,627
| -40% | -$1M | ﹤0.01% | 3183 |
|
|
2019
Q4 | $2.84M | Sell |
122,648
-19,069
| -13% | -$434K | ﹤0.01% | 3187 |
|
|
2019
Q3 | $3.12M | Sell |
141,717
-606,877
| -81% | -$13.7M | ﹤0.01% | 2848 |
|
|
2019
Q2 | $17.6M | Buy |
748,594
+188,236
| +34% | +$4.35M | 0.01% | 1302 |
|
|
2019
Q1 | $13.1M | Buy |
560,358
+475,519
| +560% | +$11.2M | 0.01% | 1457 |
|
|
2018
Q4 | $1.87M | Sell |
84,839
-113,364
| -57% | -$2.53M | ﹤0.01% | 3103 |
|
|
2018
Q3 | $4.58M | Sell |
198,203
-43,025
| -18% | -$988K | ﹤0.01% | 2430 |
|
|
2018
Q2 | $5.45M | Buy |
241,228
+88,516
| +58% | +$2.18M | ﹤0.01% | 2264 |
|
|
2018
Q1 | $3.99M | Buy |
152,712
+83,523
| +121% | +$2.23M | ﹤0.01% | 2516 |
|
|
2017
Q4 | $1.78M | Sell |
69,189
-638
| -0.9% | -$15.9K | ﹤0.01% | 3284 |
|
|
2017
Q3 | $1.71M | Sell |
69,827
-1,910
| -3% | -$46.5K | ﹤0.01% | 3257 |
|
|
2017
Q2 | $1.68M | Buy |
+71,737
| New | +$1.66M | ﹤0.01% | 3165 |
|
|
2016
Q1 | – | Sell |
-2,643
| Closed | -$50K | – | 8081 |
|
|
2015
Q4 | $50K | Buy |
2,643
+1,643
| +164% | +$33.4K | ﹤0.01% | 5816 |
|
|
2015
Q3 | $20K | Buy |
+1,000
| New | +$21K | ﹤0.01% | 6699 |
|
Other funds holding ROAM
FA
FAIM
UBS Group's ROAM Position: Q2 2025 in Review
UBS Group sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q2 2025, closing a stake of 6,473 shares — an estimated $152K sold.
UBS Group first reported a position in ROAM in Q3 2015 and held it in 30 quarters. The position peaked at $17.6M in Q2 2019. 22 funds tracked by Wall St. Rank hold ROAM as of Q2 2025.
- UBS Group reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
- UBS Group sold 6,473 Hartford Multifactor Emerging Markets ETF shares in Q2 2025, an estimated $152K.
- UBS Group first reported a position in Hartford Multifactor Emerging Markets ETF in Q3 2015 and held it in 30 quarters.
- UBS Group's Hartford Multifactor Emerging Markets ETF position peaked at $17.6M in Q2 2019.
- 22 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q2 2025.
Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.