AssetMark Inc’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

AssetMark Inc’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
2026 Q3	$17.2K	Hold	422	–	–	﹤0.01%	2315
2026 Q2	$17K	Buy	422 +329	+354%	+$13.5K	﹤0.01%	2249
2026 Q1	$3.67K	Hold	93	–	–	﹤0.01%	2681
2025 Q4	$3.44K	Hold	93	–	–	﹤0.01%	2599
2025 Q3	$3.3K	Sell	93 -611	-87%	-$21.3K	﹤0.01%	2479
2025 Q2	$24K	Buy	+704	New	+$22.9K	﹤0.01%	1763
2024 Q3	–	Sell	-52	Closed	-$1.44K	–	2342
2024 Q2	$1.44K	Buy	+52	New	+$1.46K	﹤0.01%	1799
2023 Q4	–	Sell	-28	Closed	-$718	–	1989
2023 Q3	$718	Buy	+28	New	+$737	﹤0.01%	1554
2022 Q2	–	Sell	-30	Closed	-$1K	–	1641
2022 Q1	$1K	Buy	+30	New	+$877	﹤0.01%	1507
2021 Q4	–	Sell	-38	Closed	-$1K	–	1625
2021 Q3	$1K	Buy	+38	New	+$1.18K	﹤0.01%	1352
2021 Q2	–	Sell	-43	Closed	-$1K	–	1508
2021 Q1	$1K	Buy	+43	New	+$1.25K	﹤0.01%	1288
2020 Q1	–	Sell	-584	Closed	-$17K	–	1512
2019 Q4	$17K	Buy	+584	New	+$16.8K	﹤0.01%	960

Other funds holding RODM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

AssetMark Inc's RODM Position: Q3 2026 in Review

AssetMark Inc held its Hartford Multifactor Developed Markets ex-US ETF (RODM) position steady in Q3 2026 at 422 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

AssetMark Inc first reported a position in RODM in Q4 2019 and has held it in 12 quarters since. The position peaked at $24K in Q2 2025. 63 funds tracked by Wall St. Rank hold RODM as of Q3 2026.

AssetMark Inc held 422 shares of Hartford Multifactor Developed Markets ex-US ETF worth $17.2K as of Q3 2026.
AssetMark Inc left its Hartford Multifactor Developed Markets ex-US ETF share count unchanged in Q3 2026.
Hartford Multifactor Developed Markets ex-US ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2315 holding.
AssetMark Inc first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2019 and has held it in 12 quarters since.
AssetMark Inc's Hartford Multifactor Developed Markets ex-US ETF position peaked at $24K in Q2 2025.
63 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.