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WealthShield Partners’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

WealthShield Partners’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
-411
Closed -$13K – 622
2021
Q2 		$13K Hold
411
– – ﹤0.01% 723
2021
Q1 		$12K Buy
+411
New +$12K ﹤0.01% 771

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

WealthShield Partners's RODM Position: Q3 2021 in Review

WealthShield Partners sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q3 2021, closing a stake of 411 shares — an estimated $13K sold.

WealthShield Partners first reported a position in RODM in Q1 2021 and held it in 2 quarters. The position peaked at $13K in Q2 2021. 129 funds tracked by Wall St. Rank hold RODM as of Q3 2021.

  • WealthShield Partners reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 411 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2021, an estimated $13K.
  • WealthShield Partners first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Hartford Multifactor Developed Markets ex-US ETF position peaked at $13K in Q2 2021.
  • 129 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.