Cobblestone Capital Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Cobblestone Capital Advisors’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
2024 Q4	–	Sell	-61,186	Closed	-$1.87M	–	301
2024 Q3	$1.87M	Sell	61,186 -838	-1%	-$24.4K	0.1%	87
2024 Q2	$1.71M	Buy	62,024 +4,768	+8%	+$134K	0.11%	85
2024 Q1	$1.6M	Buy	57,256 +3,899	+7%	+$107K	0.1%	89
2023 Q4	$1.46M	Sell	53,357 -609	-1%	-$15.8K	0.1%	91
2023 Q3	$1.38M	Sell	53,966 -1,961	-4%	-$51.6K	0.1%	87
2023 Q2	$1.47M	Buy	55,927 +1,112	+2%	+$29.7K	0.1%	90
2023 Q1	$1.44M	Buy	54,815 +1,995	+4%	+$51.8K	0.11%	91
2022 Q4	$1.31M	Sell	52,820 -203	-0.4%	-$4.84K	0.1%	99
2022 Q3	$1.15M	Buy	+53,023	New	+$1.3M	0.1%	95

Other funds holding RODM

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

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 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

MCCA

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

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

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

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

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

WWA

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

Cobblestone Capital Advisors's RODM Position: Q4 2024 in Review

Cobblestone Capital Advisors sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q4 2024, closing a stake of 61,186 shares — an estimated $1.87M sold.

Cobblestone Capital Advisors first reported a position in RODM in Q3 2022 and held it in 9 quarters. The position peaked at $1.87M in Q3 2024. 106 funds tracked by Wall St. Rank hold RODM as of Q4 2024.

Cobblestone Capital Advisors reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q4 2024 after selling out during the quarter.
Cobblestone Capital Advisors sold 61,186 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2024, an estimated $1.87M.
Cobblestone Capital Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q3 2022 and held it in 9 quarters.
Cobblestone Capital Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $1.87M in Q3 2024.
106 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2024.

Based on Cobblestone Capital Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.