CARLSON FINANCIAL, INC.’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

CARLSON FINANCIAL, INC.’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	$396K	Buy	9,796 +20	+0.2%	+$819	0.2%	114
2026 Q1	$385K	Sell	9,776 -348	-3%	-$13.6K	0.23%	105
2025 Q4	$374K	Buy	+10,124	New	+$366K	0.22%	106

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

CARLSON FINANCIAL, INC.'s RODM Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. increased its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 0.2% in Q2 2026, buying an estimated $819 and bringing the position to 9,796 shares worth $396K. The position accounts for 0.2% of the portfolio, ranked #114.

CARLSON FINANCIAL, INC. first reported a position in RODM in Q4 2025 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold RODM as of Q2 2026.

CARLSON FINANCIAL, INC. held 9,796 shares of Hartford Multifactor Developed Markets ex-US ETF worth $396K as of Q2 2026.
CARLSON FINANCIAL, INC. bought 20 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2026, an estimated $819.
Hartford Multifactor Developed Markets ex-US ETF made up 0.2% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #114 holding.
CARLSON FINANCIAL, INC. first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2025 and has held it in 3 quarters since.
131 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.