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Close Asset Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Close Asset 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
2025
Q3 		– Sell
-1,170
Closed -$40K – 298
2025
Q2 		$40K Hold
1,170
– – ﹤0.01% 174
2025
Q1 		$36K Hold
1,170
– – ﹤0.01% 166
2024
Q4 		$33K Hold
1,170
– – ﹤0.01% 169
2024
Q3 		$36K Hold
1,170
– – ﹤0.01% 177
2024
Q2 		$32K Hold
1,170
– – ﹤0.01% 180
2024
Q1 		$33K Hold
1,170
– – ﹤0.01% 175
2023
Q4 		$32K Hold
1,170
– – ﹤0.01% 167
2023
Q3 		$30K Hold
1,170
– – ﹤0.01% 161
2023
Q2 		$31K Hold
1,170
– – ﹤0.01% 179
2023
Q1 		$31K Hold
1,170
– – ﹤0.01% 162
2022
Q4 		$29K Hold
1,170
– – ﹤0.01% 145
2022
Q3 		$25K Buy
+1,170
New +$28.6K ﹤0.01% 136

Other funds holding RODM

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Close Asset Management's RODM Position: Q3 2025 in Review

Close Asset Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q3 2025, closing a stake of 1,170 shares — an estimated $40K sold.

Close Asset Management first reported a position in RODM in Q3 2022 and held it in 12 quarters. The position peaked at $40K in Q2 2025. 115 funds tracked by Wall St. Rank hold RODM as of Q3 2025.

  • Close Asset Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q3 2025 after selling out during the quarter.
  • Close Asset Management sold 1,170 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2025, an estimated $40K.
  • Close Asset Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q3 2022 and held it in 12 quarters.
  • Close Asset Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $40K in Q2 2025.
  • 115 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2025.

Based on Close Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.