Bearing Point Capital’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Bearing Point Capital’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	$18.5M	Buy	457,926 +35,180	+8%	+$1.44M	2.5%	5
2026 Q1	$16.7M	Buy	422,746 +142,714	+51%	+$5.58M	2.61%	3
2025 Q4	$10.4M	Buy	280,032 +41,811	+18%	+$1.51M	1.62%	15
2025 Q3	$8.46M	Buy	238,221 +2,340	+1%	+$81.5K	1.46%	18
2025 Q2	$8.04M	Buy	235,881 +22,700	+11%	+$739K	1.48%	19
2025 Q1	$6.61M	Buy	213,181 +15,767	+8%	+$473K	1.41%	24
2024 Q4	$5.61M	Buy	+197,414	New	+$5.85M	1.17%	32

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

Bearing Point Capital's RODM Position: Q2 2026 in Review

Bearing Point Capital increased its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 8.3% in Q2 2026, buying an estimated $1.44M and bringing the position to 457,926 shares worth $18.5M. The position accounts for 2.5% of the portfolio, ranked #5.

Bearing Point Capital first reported a position in RODM in Q4 2024 and has held it in 7 quarters since. 131 funds tracked by Wall St. Rank hold RODM as of Q2 2026.

Bearing Point Capital held 457,926 shares of Hartford Multifactor Developed Markets ex-US ETF worth $18.5M as of Q2 2026.
Bearing Point Capital bought 35,180 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2026, an estimated $1.44M.
Hartford Multifactor Developed Markets ex-US ETF made up 2.5% of Bearing Point Capital's portfolio in Q2 2026, its #5 holding.
Bearing Point Capital first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2024 and has held it in 7 quarters since.
131 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.