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Fermata Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Fermata Advisors’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 		$1.05M Sell
25,988
-1,977
-7% -$80.9K 0.21% 103
2026
Q1 		$1.1M Sell
27,965
-1,753
-6% -$68.5K 0.25% 94
2025
Q4 		$1.1M Sell
29,718
-2,322
-7% -$83.9K 0.26% 87
2025
Q3 		$1.14M Sell
32,040
-6,951
-18% -$242K 0.29% 79
2025
Q2 		$1.33M Sell
38,991
-6,586
-14% -$214K 0.36% 75
2025
Q1 		$1.41M Sell
45,577
-4,617
-9% -$139K 0.26% 86
2024
Q4 		$1.43M Sell
50,194
-38,989
-44% -$1.15M 0.27% 76
2024
Q3 		$2.72M Buy
89,183
+19,961
+29% +$581K 0.55% 42
2024
Q2 		$1.91M Sell
69,222
-2,090
-3% -$58.6K 0.44% 54
2024
Q1 		$2M Sell
71,312
-5,525
-7% -$151K 0.45% 52
2023
Q4 		$2.11M Buy
76,837
+523
+0.7% +$13.6K 0.5% 50
2023
Q3 		$1.96M Sell
76,314
-3,482
-4% -$91.7K 0.55% 49
2023
Q2 		$2.1M Buy
79,796
+39,109
+96% +$1.05M 1.9% 21
2023
Q1 		$1.07M Sell
40,687
-49,708
-55% -$1.29M 0.65% 39
2022
Q4 		$2.24M Sell
90,395
-10,407
-10% -$248K 0.66% 46
2022
Q3 		$2.19M Sell
100,802
-7,820
-7% -$191K 0.71% 40
2022
Q2 		$2.7M Sell
108,622
-5,209
-5% -$142K 0.94% 33
2022
Q1 		$3.31M Sell
113,831
-26,845
-19% -$785K 1.24% 25
2021
Q4 		$4.24M Sell
140,676
-158,092
-53% -$4.8M 1.55% 20
2021
Q3 		$8.99M Buy
298,768
+5
+0% +$156 3.97% 4
2021
Q2 		$9.18M Sell
298,763
-5,128
-2% -$159K 5.33% 3
2021
Q1 		$9.03M Buy
+303,891
New +$8.85M 7.6% 4

Other funds holding RODM

Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pathstone Holdings
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Fermata Advisors's RODM Position: Q2 2026 in Review

Fermata Advisors reduced its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 7.1% in Q2 2026, selling an estimated $80.9K and leaving 25,988 shares worth $1.05M. The position accounts for 0.21% of the portfolio, ranked #103.

Fermata Advisors first reported a position in RODM in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.18M in Q2 2021. 131 funds tracked by Wall St. Rank hold RODM as of Q2 2026.

  • Fermata Advisors held 25,988 shares of Hartford Multifactor Developed Markets ex-US ETF worth $1.05M as of Q2 2026.
  • Fermata Advisors sold 1,977 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2026, an estimated $80.9K.
  • Hartford Multifactor Developed Markets ex-US ETF made up 0.21% of Fermata Advisors's portfolio in Q2 2026, its #103 holding.
  • Fermata Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2021 and has held it in 22 quarters since.
  • Fermata Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $9.18M in Q2 2021.
  • 131 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.