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

Envestnet 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
2026 Q2	$2.47M	Buy	61,174 +10,666	+21%	+$437K	﹤0.01%	3005
2026 Q1	$1.99M	Buy	50,508 +12,478	+33%	+$488K	﹤0.01%	3018
2025 Q4	$1.41M	Buy	38,030 +67	+0.2%	+$2.42K	﹤0.01%	3077
2025 Q3	$1.35M	Sell	37,963 -23,682	-38%	-$825K	﹤0.01%	3159
2025 Q2	$2.1M	Sell	61,645 -3,524	-5%	-$115K	﹤0.01%	2793
2025 Q1	$2.02M	Sell	65,169 -16,946	-21%	-$509K	﹤0.01%	2717
2024 Q4	$2.33M	Sell	82,115 -4,028	-5%	-$119K	﹤0.01%	2593
2024 Q3	$2.63M	Sell	86,143 -111,515	-56%	-$3.24M	﹤0.01%	2491
2024 Q2	$5.46M	Sell	197,658 -25,481	-11%	-$714K	﹤0.01%	1969
2024 Q1	$6.25M	Buy	223,139 +8,273	+4%	+$226K	﹤0.01%	1827
2023 Q4	$5.89M	Sell	214,866 -22,917	-10%	-$596K	﹤0.01%	1775
2023 Q3	$6.1M	Buy	237,783 +141,153	+146%	+$3.72M	﹤0.01%	1673
2023 Q2	$2.54M	Buy	96,630 +4,357	+5%	+$116K	﹤0.01%	2130
2023 Q1	$2.43M	Buy	92,273 +33,793	+58%	+$878K	﹤0.01%	2075
2022 Q4	$1.45M	Sell	58,480 -48,804	-45%	-$1.16M	﹤0.01%	2383
2022 Q3	$2.33M	Sell	107,284 -23,304	-18%	-$571K	﹤0.01%	1995
2022 Q2	$3.25M	Sell	130,588 -61,970	-32%	-$1.69M	﹤0.01%	1776
2022 Q1	$5.61M	Sell	192,558 -146,527	-43%	-$4.28M	﹤0.01%	1532
2021 Q4	$10.2M	Buy	339,085 +21,483	+7%	+$652K	0.01%	1179
2021 Q3	$9.56M	Buy	317,602 +21,827	+7%	+$679K	0.01%	1178
2021 Q2	$9.08M	Sell	295,775 -6,743	-2%	-$209K	0.01%	1186
2021 Q1	$8.98M	Buy	302,518 +51,582	+21%	+$1.5M	0.01%	1102
2020 Q4	$7.1M	Buy	250,936 +29,337	+13%	+$798K	0.01%	1101
2020 Q3	$5.74M	Buy	221,599 +8,376	+4%	+$216K	0.01%	1091
2020 Q2	$5.25M	Sell	213,223 -64,217	-23%	-$1.52M	0.01%	1100
2020 Q1	$6.12M	Sell	277,440 -244,034	-47%	-$6.52M	0.01%	885
2019 Q4	$15.3M	Buy	521,474 +46,397	+10%	+$1.33M	0.02%	619
2019 Q3	$13.2M	Buy	475,077 +74,018	+18%	+$2.05M	0.01%	632
2019 Q2	$11.3M	Buy	401,059 +287,185	+252%	+$8.09M	0.01%	677
2019 Q1	$3.21M	Buy	113,874 +90,654	+390%	+$2.5M	﹤0.01%	1238
2018 Q4	$599K	Buy	+23,220	New	+$627K	﹤0.01%	2040
2018 Q3	–	Sell	-3,628	Closed	-$103K	–	2329
2018 Q2	$103K	Sell	3,628 -2,084	-36%	-$61.1K	﹤0.01%	1972
2018 Q1	$168K	Buy	+5,712	New	+$169K	﹤0.01%	1677
2016 Q4	–	Sell	-4,169	Closed	-$103K	–	3272
2016 Q3	$103K	Sell	4,169 -233	-5%	-$5.7K	﹤0.01%	2302
2016 Q2	$104K	Sell	4,402 -3,221	-42%	-$77.3K	﹤0.01%	2415
2016 Q1	$182K	Sell	7,623 -4,985	-40%	-$113K	﹤0.01%	2120
2015 Q4	$299K	Buy	12,608 +5,782	+85%	+$139K	﹤0.01%	1839
2015 Q3	$156K	Buy	+6,826	New	+$165K	﹤0.01%	2146

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

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

Envestnet Asset Management increased its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 21% in Q2 2026, buying an estimated $437K and bringing the position to 61,174 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #3005.

Envestnet Asset Management first reported a position in RODM in Q3 2015 and has held it in 38 quarters since. The position peaked at $15.3M in Q4 2019. 131 funds tracked by Wall St. Rank hold RODM as of Q2 2026.

Envestnet Asset Management held 61,174 shares of Hartford Multifactor Developed Markets ex-US ETF worth $2.47M as of Q2 2026.
Envestnet Asset Management bought 10,666 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2026, an estimated $437K.
Hartford Multifactor Developed Markets ex-US ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3005 holding.
Envestnet Asset Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q3 2015 and has held it in 38 quarters since.
Envestnet Asset Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $15.3M in Q4 2019.
131 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2026.

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