WR Wealth Planners’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

WR Wealth Planners’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 Q4	–	Sell	-108	Closed	-$2.77K	–	711
2023 Q3	$2.77K	Hold	108	–	–	﹤0.01%	739
2023 Q2	$2.84K	Hold	108	–	–	﹤0.01%	741
2023 Q1	$2.84K	Hold	108	–	–	﹤0.01%	743
2022 Q4	$2.68K	Hold	108	–	–	﹤0.01%	375
2022 Q3	$2.35K	Hold	108	–	–	﹤0.01%	378
2022 Q2	$2.69K	Hold	108	–	–	﹤0.01%	396
2022 Q1	$3.15K	Buy	+108	New	+$3.16K	﹤0.01%	396

Other funds holding RODM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

WR Wealth Planners's RODM Position: Q4 2023 in Review

WR Wealth Planners sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q4 2023, closing a stake of 108 shares — an estimated $2.77K sold.

WR Wealth Planners first reported a position in RODM in Q1 2022 and held it in 7 quarters. The position peaked at $3.15K in Q1 2022. 116 funds tracked by Wall St. Rank hold RODM as of Q4 2023.

WR Wealth Planners reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q4 2023 after selling out during the quarter.
WR Wealth Planners sold 108 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2023, an estimated $2.77K.
WR Wealth Planners first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2022 and held it in 7 quarters.
WR Wealth Planners's Hartford Multifactor Developed Markets ex-US ETF position peaked at $3.15K in Q1 2022.
116 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.