Cornerstone Wealth Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Cornerstone 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
2025 Q4	–	Sell	-309,148	Closed	-$11M	–	710
2025 Q3	$11M	Buy	309,148 +1,379	+0.4%	+$48.1K	0.61%	33
2025 Q2	$10.5M	Buy	307,769 +10,346	+3%	+$337K	0.64%	31
2025 Q1	$9.22M	Buy	297,423 +12,449	+4%	+$374K	0.62%	35
2024 Q4	$8.1M	Buy	284,974 +3,404	+1%	+$101K	0.55%	39
2024 Q3	$8.59M	Buy	281,570 +8,820	+3%	+$257K	0.6%	38
2024 Q2	$7.53M	Buy	272,750 +19,540	+8%	+$548K	0.58%	37
2024 Q1	$7.09M	Buy	253,210 +9,112	+4%	+$249K	0.57%	38
2023 Q4	$6.69M	Buy	244,098 +12,975	+6%	+$337K	0.58%	34
2023 Q3	$5.93M	Buy	231,123 +6,868	+3%	+$181K	0.56%	41
2023 Q2	$5.9M	Buy	224,255 +8,678	+4%	+$232K	0.53%	43
2023 Q1	$5.68M	Buy	+215,577	New	+$5.6M	0.56%	40
2022 Q3	$3.86M	Buy	177,693 +23,396	+15%	+$573K	0.43%	52
2022 Q2	$3.84M	Buy	154,297 +15,967	+12%	+$436K	0.43%	52
2022 Q1	$4.03M	Buy	138,330 +9,546	+7%	+$279K	0.39%	57
2021 Q4	$3.88M	Buy	128,784 +3,966	+3%	+$120K	0.37%	62
2021 Q3	$3.76M	Buy	124,818 +11,750	+10%	+$366K	0.4%	59
2021 Q2	$3.47M	Buy	113,068 +7,696	+7%	+$239K	0.37%	63
2021 Q1	$3.13M	Buy	105,372 +4,091	+4%	+$119K	0.37%	61
2020 Q4	$2.87M	Buy	101,281 +2,025	+2%	+$55.1K	0.36%	57
2020 Q3	$2.57M	Buy	99,256 +2,309	+2%	+$59.7K	0.38%	53
2020 Q2	$2.39M	Buy	96,947 +1,249	+1%	+$29.6K	0.39%	53
2020 Q1	$2.11M	Sell	95,698 -4,215	-4%	-$113K	0.41%	47
2019 Q4	$2.93M	Buy	99,913 +3,809	+4%	+$109K	0.48%	44
2019 Q3	$2.68M	Buy	96,104 +18,940	+25%	+$524K	0.47%	46
2019 Q2	$2.18M	Buy	77,164 +9,285	+14%	+$262K	0.39%	52
2019 Q1	$2.39M	Buy	67,879 +1,821	+3%	+$50.2K	0.29%	89
2018 Q4	$1.71M	Buy	+66,058	New	+$1.78M	0.36%	54
2018 Q1	$1.02M	Buy	35,265 +134	+0.4%	+$3.96K	0.19%	109
2017 Q4	$1.04M	Buy	35,131 +878	+3%	+$25.3K	0.2%	111
2017 Q3	$972K	Buy	34,253 +2,211	+7%	+$61.4K	0.2%	108
2017 Q2	$864K	Buy	+32,042	New	+$854K	0.19%	108

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

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

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 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

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

Cornerstone Wealth Management's RODM Position: Q4 2025 in Review

Cornerstone Wealth Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q4 2025, closing a stake of 309,148 shares — an estimated $11M sold.

Cornerstone Wealth Management first reported a position in RODM in Q2 2017 and held it in 31 quarters. The position peaked at $11M in Q3 2025. 122 funds tracked by Wall St. Rank hold RODM as of Q4 2025.

Cornerstone Wealth Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q4 2025 after selling out during the quarter.
Cornerstone Wealth Management sold 309,148 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2025, an estimated $11M.
Cornerstone Wealth Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2017 and held it in 31 quarters.
Cornerstone Wealth Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $11M in Q3 2025.
122 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2025.

Based on Cornerstone Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.