Cerity Partners’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Cerity Partners’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	$161M	Buy	4,073,067 +35,767	+0.9%	+$1.4M	0.23%	89
2025 Q4	$149M	Buy	4,037,300 +77,331	+2%	+$2.79M	0.22%	90
2025 Q3	$141M	Buy	3,959,969 +62,804	+2%	+$2.19M	0.23%	92
2025 Q2	$133M	Sell	3,897,165 -1,488,265	-28%	-$48.5M	0.24%	90
2025 Q1	$167M	Buy	5,385,430 +79,804	+2%	+$2.39M	0.34%	60
2024 Q4	$151M	Buy	5,305,626 +58,399	+1%	+$1.73M	0.33%	62
2024 Q3	$160M	Buy	5,247,227 +147,557	+3%	+$4.29M	0.35%	56
2024 Q2	$141M	Buy	5,099,670 +22,328	+0.4%	+$626K	0.37%	53
2024 Q1	$142M	Sell	5,077,342 -2,934,731	-37%	-$80.2M	0.38%	53
2023 Q4	$220M	Sell	8,012,073 -131,460	-2%	-$3.42M	0.72%	23
2023 Q3	$209M	Buy	8,143,533 +1,385,920	+21%	+$36.5M	1.02%	15
2023 Q2	$178M	Buy	+6,757,613	New	+$181M	0.69%	27

Other funds holding RODM

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.25B 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 $3.57B AUM 18.63% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cerity Partners's RODM Position: Q1 2026 in Review

Cerity Partners increased its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 0.89% in Q1 2026, buying an estimated $1.4M and bringing the position to 4,073,067 shares worth $161M. The position accounts for 0.23% of the portfolio, ranked #89.

Cerity Partners first reported a position in RODM in Q2 2023 and has held it in 12 quarters since. The position peaked at $220M in Q4 2023. 130 funds tracked by Wall St. Rank hold RODM as of Q1 2026.

Cerity Partners held 4,073,067 shares of Hartford Multifactor Developed Markets ex-US ETF worth $161M as of Q1 2026.
Cerity Partners bought 35,767 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2026, an estimated $1.4M.
Hartford Multifactor Developed Markets ex-US ETF made up 0.23% of Cerity Partners's portfolio in Q1 2026, its #89 holding.
Cerity Partners first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2023 and has held it in 12 quarters since.
Cerity Partners's Hartford Multifactor Developed Markets ex-US ETF position peaked at $220M in Q4 2023.
130 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.