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 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BKM Wealth Management's RODM Position: Q1 2026 in Review

BKM Wealth Management increased its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 1.8% in Q1 2026, buying an estimated $5.2K and bringing the position to 7,556 shares worth $298K. The position accounts for 0.11% of the portfolio, ranked #124.

BKM Wealth Management first reported a position in RODM in Q4 2023 and has held it in 10 quarters since. 130 funds tracked by Wall St. Rank hold RODM as of Q1 2026.

BKM Wealth Management held 7,556 shares of Hartford Multifactor Developed Markets ex-US ETF worth $298K as of Q1 2026.
BKM Wealth Management bought 133 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2026, an estimated $5.2K.
Hartford Multifactor Developed Markets ex-US ETF made up 0.11% of BKM Wealth Management's portfolio in Q1 2026, its #124 holding.
BKM Wealth Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2023 and has held it in 10 quarters since.
130 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.