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Kathleen S. Wright Associates’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$284K Hold
7,992
– – 0.11% 97
2025
Q2 		$273K Sell
7,992
-100
-1% -$3.26K 0.11% 99
2025
Q1 		$251K Sell
8,092
-200
-2% -$6K 0.1% 100
2024
Q4 		$236K Hold
8,292
– – 0.1% 105
2024
Q3 		$253K Hold
8,292
– – 0.1% 105
2024
Q2 		$229K Hold
8,292
– – 0.11% 103
2024
Q1 		$232K Hold
8,292
– – 0.11% 99
2023
Q4 		$227K Hold
8,292
– – 0.12% 94
2023
Q3 		$213K Hold
8,292
– – 0.12% 94
2023
Q2 		$218K Hold
8,292
– – 0.14% 78
2023
Q1 		$218K Hold
8,292
– – 0.14% 78
2022
Q4 		$206K Buy
8,292
+18
+0.2% +$430 0.14% 85
2022
Q3 		$180K Sell
8,274
-7,438
-47% -$182K 0.15% 82
2022
Q2 		$391K Sell
15,712
-516
-3% -$14.1K 0.33% 66
2022
Q1 		$473K Sell
16,228
-1,356
-8% -$39.6K 0.35% 59
2021
Q4 		$529K Buy
+17,584
New +$534K 0.39% 56

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
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kathleen S. Wright Associates's RODM Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Hartford Multifactor Developed Markets ex-US ETF (RODM) position steady in Q3 2025 at 7,992 shares worth $284K. The position accounts for 0.11% of the portfolio, ranked #97.

Kathleen S. Wright Associates first reported a position in RODM in Q4 2021 and has held it in 16 quarters since. The position peaked at $529K in Q4 2021. 115 funds tracked by Wall St. Rank hold RODM as of Q3 2025.

  • Kathleen S. Wright Associates held 7,992 shares of Hartford Multifactor Developed Markets ex-US ETF worth $284K as of Q3 2025.
  • Kathleen S. Wright Associates left its Hartford Multifactor Developed Markets ex-US ETF share count unchanged in Q3 2025.
  • Hartford Multifactor Developed Markets ex-US ETF made up 0.11% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #97 holding.
  • Kathleen S. Wright Associates first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2021 and has held it in 16 quarters since.
  • Kathleen S. Wright Associates's Hartford Multifactor Developed Markets ex-US ETF position peaked at $529K in Q4 2021.
  • 115 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.