BKM Wealth Management
RODM icon

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

BKM Wealth Management’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
Q3 		$317K Buy
+7,774
New +$323K 0.1% 128
2026
Q2 		– Sell
-7,556
Closed -$298K – 159
2026
Q1 		$298K Buy
7,556
+133
+2% +$5.2K 0.11% 124
2025
Q4 		$274K Buy
7,423
+69
+0.9% +$2.49K 0.1% 131
2025
Q3 		$261K Sell
7,354
-87
-1% -$3.03K 0.1% 137
2025
Q2 		$254K Sell
7,441
-435
-6% -$14.2K 0.1% 140
2025
Q1 		$244K Sell
7,876
-439
-5% -$13.2K 0.1% 140
2024
Q4 		$236K Buy
8,315
+140
+2% +$4.15K 0.1% 151
2024
Q3 		$249K Sell
8,175
-496
-6% -$14.4K 0.1% 149
2024
Q2 		$240K Buy
8,671
+66
+0.8% +$1.85K 0.12% 132
2024
Q1 		$241K Buy
8,605
+138
+2% +$3.77K 0.1% 146
2023
Q4 		$232K Buy
+8,467
New +$220K 0.1% 147

Other funds holding RODM

Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
First PREMIER Bank
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
Flagstar Advisors
Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return
Apollon Financial
Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BKM Wealth Management's RODM Position: Q3 2026 in Review

BKM Wealth Management opened a new position in Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q3 2026: 7,774 shares worth $317K. The stake represents 0.1% of the portfolio and ranks #128 among its holdings. This is a return to the name: BKM Wealth Management previously reported a position in RODM as recently as Q1 2026.

BKM Wealth Management first reported a position in RODM in Q4 2023 and has held it in 11 quarters since. 31 funds tracked by Wall St. Rank hold RODM as of Q3 2026.

  • BKM Wealth Management held 7,774 shares of Hartford Multifactor Developed Markets ex-US ETF worth $317K as of Q3 2026.
  • Hartford Multifactor Developed Markets ex-US ETF was a new BKM Wealth Management position in Q3 2026.
  • Hartford Multifactor Developed Markets ex-US ETF made up 0.1% of BKM Wealth Management's portfolio in Q3 2026, its #128 holding.
  • BKM Wealth Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2023 and has held it in 11 quarters since.
  • 31 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.