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SlateStone Wealth’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

SlateStone Wealth’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
Q1 		– Sell
-11,753
Closed -$334K – 297
2024
Q4 		$334K Sell
11,753
-2
-0% -$59 0.03% 236
2024
Q3 		$359K Sell
11,755
-371
-3% -$10.8K 0.03% 229
2024
Q2 		$335K Hold
12,126
– – 0.04% 232
2024
Q1 		$340K Sell
12,126
-2,501
-17% -$68.4K 0.03% 227
2023
Q4 		$401K Sell
14,627
-7,911
-35% -$206K 0.05% 178
2023
Q3 		$578K Sell
22,538
-3,850
-15% -$101K 0.08% 146
2023
Q2 		$695K Sell
26,388
-2,524
-9% -$67.5K 0.13% 110
2023
Q1 		$761K Sell
28,912
-3,294
-10% -$85.6K 0.16% 105
2022
Q4 		$798K Sell
32,206
-70,933
-69% -$1.69M 0.19% 89
2022
Q3 		$2.24M Sell
103,139
-86,495
-46% -$2.12M 0.6% 38
2022
Q2 		$4.72M Sell
189,634
-47,953
-20% -$1.31M 1.21% 17
2022
Q1 		$6.92M Sell
237,587
-26,208
-10% -$766K 1.54% 14
2021
Q4 		$7.94M Sell
263,795
-136,734
-34% -$4.15M 1.7% 13
2021
Q3 		$12.1M Buy
400,529
+8,814
+2% +$274K 2.76% 6
2021
Q2 		$12M Buy
391,715
+9,236
+2% +$286K 2.75% 6
2021
Q1 		$11.4M Buy
382,479
+47,669
+14% +$1.39M 2.81% 6
2020
Q4 		$9.48M Sell
334,810
-59,391
-15% -$1.61M 2.36% 7
2020
Q3 		$10.2M Sell
394,201
-5,454
-1% -$141K 2.2% 8
2020
Q2 		$9.84M Buy
399,655
+281,792
+239% +$6.69M 2.2% 10
2020
Q1 		$2.6M Sell
117,863
-12,274
-9% -$328K 0.74% 39
2019
Q4 		$3.82M Buy
+130,137
New +$3.74M 0.87% 33

Other funds holding RODM

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SlateStone Wealth's RODM Position: Q1 2025 in Review

SlateStone Wealth sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q1 2025, closing a stake of 11,753 shares — an estimated $334K sold.

SlateStone Wealth first reported a position in RODM in Q4 2019 and held it in 21 quarters. The position peaked at $12.1M in Q3 2021. 108 funds tracked by Wall St. Rank hold RODM as of Q1 2025.

  • SlateStone Wealth reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q1 2025 after selling out during the quarter.
  • SlateStone Wealth sold 11,753 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2025, an estimated $334K.
  • SlateStone Wealth first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2019 and held it in 21 quarters.
  • SlateStone Wealth's Hartford Multifactor Developed Markets ex-US ETF position peaked at $12.1M in Q3 2021.
  • 108 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2025.

Based on SlateStone Wealth's 13F filing for Q1 2025, filed 8 May 2025.