VA
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Valmark Advisers’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Valmark Advisers’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
2021
Q3 		– Sell
-8,657
Closed -$266K – 409
2021
Q2 		$266K Sell
8,657
-3,123
-27% -$96.9K ﹤0.01% 344
2021
Q1 		$350K Buy
+11,780
New +$343K 0.01% 306

Other funds holding RODM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Valmark Advisers's RODM Position: Q3 2021 in Review

Valmark Advisers sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q3 2021, closing a stake of 8,657 shares — an estimated $266K sold.

Valmark Advisers first reported a position in RODM in Q1 2021 and held it in 2 quarters. The position peaked at $350K in Q1 2021. 129 funds tracked by Wall St. Rank hold RODM as of Q3 2021.

  • Valmark Advisers reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q3 2021 after selling out during the quarter.
  • Valmark Advisers sold 8,657 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2021, an estimated $266K.
  • Valmark Advisers first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2021 and held it in 2 quarters.
  • Valmark Advisers's Hartford Multifactor Developed Markets ex-US ETF position peaked at $350K in Q1 2021.
  • 129 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2021.

Based on Valmark Advisers's 13F filing for Q3 2021, filed 9 Nov 2021.