Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Carson Wealth (CWM LLC)’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 		$124K Sell
3,141
-142
-4% -$5.55K ﹤0.01% 3090
2025
Q4 		$121K Hold
3,283
– – ﹤0.01% 2926
2025
Q3 		$117K Buy
3,283
+124
+4% +$4.32K ﹤0.01% 2854
2025
Q2 		$108K Buy
3,159
+204
+7% +$6.64K ﹤0.01% 2646
2025
Q1 		$92K Buy
2,955
+2,379
+413% +$71.4K ﹤0.01% 2491
2024
Q4 		$16K Buy
576
+126
+28% +$3.73K ﹤0.01% 3601
2024
Q3 		$14K Hold
450
– – ﹤0.01% 3598
2024
Q2 		$12K Hold
450
– – ﹤0.01% 3449
2024
Q1 		$13K Sell
450
-2,120
-82% -$58K ﹤0.01% 3195
2023
Q4 		$70K Buy
2,570
+1,482
+136% +$38.5K ﹤0.01% 1977
2023
Q3 		$28K Sell
1,088
-379
-26% -$9.98K ﹤0.01% 2462
2023
Q2 		$39K Buy
1,467
+9
+0.6% +$241 ﹤0.01% 2170
2023
Q1 		$38K Sell
1,458
-513
-26% -$13.3K ﹤0.01% 2061
2022
Q4 		$49K Sell
1,971
-141
-7% -$3.37K ﹤0.01% 1753
2022
Q3 		$46K Hold
2,112
– – ﹤0.01% 1701
2022
Q2 		$53K Sell
2,112
-2,321
-52% -$63.3K ﹤0.01% 1609
2022
Q1 		$129K Sell
4,433
-7,784
-64% -$228K ﹤0.01% 1233
2021
Q4 		$368K Buy
+12,217
New +$371K ﹤0.01% 811
2021
Q2 		$75K Hold
2,448
– – ﹤0.01% 1242
2021
Q1 		$75K Hold
2,448
– – ﹤0.01% 1242
2020
Q4 		$75K Hold
2,448
– – ﹤0.01% 1242
2020
Q3 		$75K Hold
2,448
– – ﹤0.01% 1242
2020
Q2 		$75K Hold
2,448
– – ﹤0.01% 1242
2020
Q1 		$75K Hold
2,448
– – ﹤0.01% 1242
2019
Q4 		$75K Hold
2,448
– – ﹤0.01% 1242
2019
Q3 		$75K Hold
2,448
– – ﹤0.01% 1242
2019
Q2 		$75K Hold
2,448
– – ﹤0.01% 1242
2019
Q1 		$75K Buy
2,448
+2,248
+1,124% +$62K ﹤0.01% 1242
2018
Q4 		$5K Hold
200
– – ﹤0.01% 1537
2018
Q3 		$6K Sell
200
-400
-67% -$11.5K ﹤0.01% 1301
2018
Q2 		$17K Buy
+600
New +$17.6K ﹤0.01% 873

Other funds holding RODM

Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 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 $4.22B AUM 26.72% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RODM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 4.3% in Q1 2026, selling an estimated $5.55K and leaving 3,141 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #3090.

Carson Wealth (CWM LLC) first reported a position in RODM in Q2 2018 and has held it in 31 quarters since. The position peaked at $368K in Q4 2021. 131 funds tracked by Wall St. Rank hold RODM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,141 shares of Hartford Multifactor Developed Markets ex-US ETF worth $124K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 142 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2026, an estimated $5.55K.
  • Hartford Multifactor Developed Markets ex-US ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3090 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Hartford Multifactor Developed Markets ex-US ETF position peaked at $368K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.