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Evergreen Capital Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Evergreen Capital 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
Q1 		$6.4M Sell
162,315
-1,325
-0.8% -$51.8K 0.14% 161
2025
Q4 		$6.05M Sell
163,640
-4,675
-3% -$169K 0.14% 158
2025
Q3 		$5.98M Sell
168,315
-815
-0.5% -$28.4K 0.14% 160
2025
Q2 		$5.77M Sell
169,130
-9,770
-5% -$318K 0.17% 146
2025
Q1 		$5.54M Sell
178,900
-7,875
-4% -$236K 0.19% 144
2024
Q4 		$5.31M Sell
186,775
-1,062
-0.6% -$31.5K 0.17% 145
2024
Q3 		$5.73M Buy
187,837
+8,553
+5% +$249K 0.19% 137
2024
Q2 		$5.05M Sell
179,284
-3,590
-2% -$101K 0.18% 140
2024
Q1 		$5.12M Sell
182,874
-2,460
-1% -$67.2K 0.19% 131
2023
Q4 		$5.08M Sell
185,334
-8,306
-4% -$216K 0.21% 137
2023
Q3 		$4.97M Sell
193,640
-2,530
-1% -$66.6K 0.22% 134
2023
Q2 		$5.16M Sell
196,170
-3,595
-2% -$96.1K 0.22% 130
2023
Q1 		$5.26M Sell
199,765
-5,880
-3% -$153K 0.24% 121
2022
Q4 		$5.1M Buy
+205,645
New +$4.91M 0.24% 122

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Evergreen Capital Management's RODM Position: Q1 2026 in Review

Evergreen Capital Management reduced its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 0.81% in Q1 2026, selling an estimated $51.8K and leaving 162,315 shares worth $6.4M. The position accounts for 0.14% of the portfolio, ranked #161.

Evergreen Capital Management first reported a position in RODM in Q4 2022 and has held it in 14 quarters since. 130 funds tracked by Wall St. Rank hold RODM as of Q1 2026.

  • Evergreen Capital Management held 162,315 shares of Hartford Multifactor Developed Markets ex-US ETF worth $6.4M as of Q1 2026.
  • Evergreen Capital Management sold 1,325 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2026, an estimated $51.8K.
  • Hartford Multifactor Developed Markets ex-US ETF made up 0.14% of Evergreen Capital Management's portfolio in Q1 2026, its #161 holding.
  • Evergreen Capital Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2022 and has held it in 14 quarters since.
  • 130 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.