Envestnet Asset Management’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Envestnet Asset Management’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
2026 Q2	$387K	Buy	10,814 +1,989	+23%	+$69.3K	﹤0.01%	4274
2026 Q1	$274K	Buy	+8,825	New	+$277K	﹤0.01%	4333
2025 Q3	–	Sell	-17,675	Closed	-$465K	–	4658
2025 Q2	$465K	Sell	17,675 -437	-2%	-$10.7K	﹤0.01%	3747
2025 Q1	$426K	Hold	18,112	–	–	﹤0.01%	3715
2024 Q4	$413K	Buy	18,112 +74	+0.4%	+$1.8K	﹤0.01%	3688
2024 Q3	$461K	Sell	18,038 -35,406	-66%	-$862K	﹤0.01%	3578
2024 Q2	$1.29M	Sell	53,444 -225	-0.4%	-$5.34K	﹤0.01%	2861
2024 Q1	$1.25M	Hold	53,669	–	–	﹤0.01%	2876
2023 Q4	$1.2M	Sell	53,669 -1,749	-3%	-$37.7K	﹤0.01%	2814
2023 Q3	$1.17M	Buy	+55,418	New	+$1.19M	﹤0.01%	2695
2016 Q4	–	Sell	-1,566	Closed	-$35K	–	3271
2016 Q3	$35K	Buy	1,566 +86	+6%	+$1.87K	﹤0.01%	2703
2016 Q2	$31K	Sell	1,480 -1,946	-57%	-$39.8K	﹤0.01%	2877
2016 Q1	$72K	Sell	3,426 -2,390	-41%	-$45.7K	﹤0.01%	2566
2015 Q4	$111K	Buy	5,816 +3,170	+120%	+$64.4K	﹤0.01%	2325
2015 Q3	$52K	Buy	+2,646	New	+$55.5K	﹤0.01%	2643

Other funds holding ROAM

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Asset Management's ROAM Position: Q2 2026 in Review

Envestnet Asset Management increased its Hartford Multifactor Emerging Markets ETF (ROAM) stake by 23% in Q2 2026, buying an estimated $69.3K and bringing the position to 10,814 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #4274.

Envestnet Asset Management first reported a position in ROAM in Q3 2015 and has held it in 15 quarters since. The position peaked at $1.29M in Q2 2024. 43 funds tracked by Wall St. Rank hold ROAM as of Q2 2026.

Envestnet Asset Management held 10,814 shares of Hartford Multifactor Emerging Markets ETF worth $387K as of Q2 2026.
Envestnet Asset Management bought 1,989 Hartford Multifactor Emerging Markets ETF shares in Q2 2026, an estimated $69.3K.
Hartford Multifactor Emerging Markets ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4274 holding.
Envestnet Asset Management first reported a position in Hartford Multifactor Emerging Markets ETF in Q3 2015 and has held it in 15 quarters since.
Envestnet Asset Management's Hartford Multifactor Emerging Markets ETF position peaked at $1.29M in Q2 2024.
43 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.