Bennett Associates Wealth Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Bennett Associates Wealth Management’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 Q2	–	Sell	-64,516	Closed	-$2.54M	–	64
2026 Q1	$2.54M	Sell	64,516 -795	-1%	-$31.1K	1.71%	15
2025 Q4	$2.41M	Sell	65,311 -567	-0.9%	-$20.5K	1.67%	14
2025 Q3	$2.34M	Sell	65,878 -546	-0.8%	-$19K	1.7%	15
2025 Q2	$2.27M	Sell	66,424 -132,954	-67%	-$4.33M	1.74%	14
2025 Q1	$6.18M	Buy	199,378 +605	+0.3%	+$18.2K	5.09%	6
2024 Q4	$5.65M	Buy	198,773 +2,513	+1%	+$74.4K	4.69%	7
2024 Q3	$5.99M	Buy	196,260 +10,154	+5%	+$295K	4.9%	7
2024 Q2	$5.14M	Buy	186,106 +566	+0.3%	+$15.9K	4.63%	8
2024 Q1	$5.2M	Buy	185,540 +15,640	+9%	+$428K	4.69%	7
2023 Q4	$4.66M	Buy	+169,900	New	+$4.42M	4.54%	8

Other funds holding RODM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bennett Associates Wealth Management's RODM Position: Q2 2026 in Review

Bennett Associates Wealth Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2026, closing a stake of 64,516 shares — an estimated $2.54M sold.

Bennett Associates Wealth Management first reported a position in RODM in Q4 2023 and held it in 10 quarters. The position peaked at $6.18M in Q1 2025. 131 funds tracked by Wall St. Rank hold RODM as of Q2 2026.

Bennett Associates Wealth Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2026 after selling out during the quarter.
Bennett Associates Wealth Management sold 64,516 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2026, an estimated $2.54M.
Bennett Associates Wealth Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2023 and held it in 10 quarters.
Bennett Associates Wealth Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $6.18M in Q1 2025.
131 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.