EWM
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Evermay Wealth Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Evermay Wealth 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 		$84.6K Sell
2,093
-531
-20% -$21.7K 0.01% 289
2026
Q1 		$103K Sell
2,624
-130
-5% -$5.08K 0.01% 247
2025
Q4 		$102K Sell
2,754
-218
-7% -$7.88K 0.01% 253
2025
Q3 		$106K Sell
2,972
-342
-10% -$11.9K 0.01% 259
2025
Q2 		$113K Sell
3,314
-145
-4% -$4.72K 0.01% 250
2025
Q1 		$107K Sell
3,459
-328
-9% -$9.84K 0.01% 253
2024
Q4 		$108K Sell
3,787
-198
-5% -$5.87K 0.02% 252
2024
Q3 		$122K Sell
3,985
-87
-2% -$2.53K 0.02% 246
2024
Q2 		$115K Sell
4,072
-211
-5% -$5.91K 0.02% 254
2024
Q1 		$120K Sell
4,283
-74
-2% -$2.02K 0.02% 257
2023
Q4 		$119K Sell
4,357
-175
-4% -$4.55K 0.02% 228
2023
Q3 		$116K Sell
4,532
-3,343
-42% -$88K 0.02% 219
2023
Q2 		$207K Sell
7,875
-6,638
-46% -$177K 0.04% 170
2023
Q1 		$382K Sell
14,513
-8,419
-37% -$219K 0.08% 117
2022
Q4 		$568K Sell
22,932
-390
-2% -$9.31K 0.12% 86
2022
Q3 		$507K Sell
23,322
-136
-0.6% -$3.33K 0.1% 83
2022
Q2 		$584K Buy
23,458
+2,489
+12% +$67.9K 0.11% 80
2022
Q1 		$611K Sell
20,969
-214
-1% -$6.25K 0.1% 92
2021
Q4 		$638K Buy
21,183
+545
+3% +$16.5K 0.11% 75
2021
Q3 		$621K Sell
20,638
-2,216
-10% -$69K 0.12% 67
2021
Q2 		$702K Sell
22,854
-6,658
-23% -$207K 0.13% 70
2021
Q1 		$877K Sell
29,512
-127
-0.4% -$3.7K 0.18% 56
2020
Q4 		$839K Sell
29,639
-5,938
-17% -$161K 0.19% 56
2020
Q3 		$921K Buy
35,577
+811
+2% +$21K 0.23% 44
2020
Q2 		$856K Sell
34,766
-7,393
-18% -$175K 0.23% 48
2020
Q1 		$929K Sell
42,159
-13,632
-24% -$364K 0.28% 39
2019
Q4 		$1.64M Buy
55,791
+5,208
+10% +$150K 0.4% 27
2019
Q3 		$1.41M Buy
50,583
+832
+2% +$23K 0.38% 31
2019
Q2 		$1.4M Buy
49,751
+210
+0.4% +$5.92K 0.39% 31
2019
Q1 		$1.4M Buy
49,541
+8,314
+20% +$229K 0.39% 31
2018
Q4 		$1.06M Buy
+41,227
New +$1.11M 0.34% 35

Other funds holding RODM

GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

Evermay Wealth Management's RODM Position: Q2 2026 in Review

Evermay Wealth Management reduced its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 20% in Q2 2026, selling an estimated $21.7K and leaving 2,093 shares worth $84.6K. The position accounts for 0.01% of the portfolio, ranked #289.

Evermay Wealth Management first reported a position in RODM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.64M in Q4 2019. 36 funds tracked by Wall St. Rank hold RODM as of Q2 2026.

  • Evermay Wealth Management held 2,093 shares of Hartford Multifactor Developed Markets ex-US ETF worth $84.6K as of Q2 2026.
  • Evermay Wealth Management sold 531 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2026, an estimated $21.7K.
  • Hartford Multifactor Developed Markets ex-US ETF made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #289 holding.
  • Evermay Wealth Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2018 and has held it in 31 quarters since.
  • Evermay Wealth Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $1.64M in Q4 2019.
  • 36 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.