WIA
ROAM icon

World Investment Advisors’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

World Investment Advisors’s Portfolio ROAM Stock Details ROAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-48,950
Closed -$1.25M – 1036
2024
Q3 		$1.25M Buy
48,950
+190
+0.4% +$4.63K 0.04% 384
2024
Q2 		$1.18M Buy
48,760
+17,328
+55% +$412K 0.07% 249
2024
Q1 		$733K Buy
+31,432
New +$708K 0.1% 171

Other funds holding ROAM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

World Investment Advisors's ROAM Position: Q4 2024 in Review

World Investment Advisors sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q4 2024, closing a stake of 48,950 shares — an estimated $1.25M sold.

World Investment Advisors first reported a position in ROAM in Q1 2024 and held it in 3 quarters. The position peaked at $1.25M in Q3 2024. 22 funds tracked by Wall St. Rank hold ROAM as of Q4 2024.

  • World Investment Advisors reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • World Investment Advisors sold 48,950 Hartford Multifactor Emerging Markets ETF shares in Q4 2024, an estimated $1.25M.
  • World Investment Advisors first reported a position in Hartford Multifactor Emerging Markets ETF in Q1 2024 and held it in 3 quarters.
  • World Investment Advisors's Hartford Multifactor Emerging Markets ETF position peaked at $1.25M in Q3 2024.
  • 22 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q4 2024.

Based on World Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.