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 Q2	$6.34M	Sell	156,845 -5,470	-3%	-$224K	0.11%	172
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 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

Evergreen Capital Management's RODM Position: Q2 2026 in Review

Evergreen Capital Management reduced its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 3.4% in Q2 2026, selling an estimated $224K and leaving 156,845 shares worth $6.34M. The position accounts for 0.11% of the portfolio, ranked #172.

Evergreen Capital Management first reported a position in RODM in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.4M in Q1 2026. 131 funds tracked by Wall St. Rank hold RODM as of Q2 2026.

Evergreen Capital Management held 156,845 shares of Hartford Multifactor Developed Markets ex-US ETF worth $6.34M as of Q2 2026.
Evergreen Capital Management sold 5,470 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2026, an estimated $224K.
Hartford Multifactor Developed Markets ex-US ETF made up 0.11% of Evergreen Capital Management's portfolio in Q2 2026, its #172 holding.
Evergreen Capital Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2022 and has held it in 15 quarters since.
Evergreen Capital Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $6.4M in Q1 2026.
131 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.