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 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

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

BKM Wealth Management's RODM Position: Q2 2026 in Review

BKM Wealth Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2026, closing a stake of 7,556 shares — an estimated $298K sold.

BKM Wealth Management first reported a position in RODM in Q4 2023 and held it in 10 quarters. The position peaked at $298K in Q1 2026. 131 funds tracked by Wall St. Rank hold RODM as of Q2 2026.

BKM Wealth Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2026 after selling out during the quarter.
BKM Wealth Management sold 7,556 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2026, an estimated $298K.
BKM Wealth Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2023 and held it in 10 quarters.
BKM Wealth Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $298K in Q1 2026.
131 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.