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

Golden State 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	$342K	Buy	8,469 +105	+1%	+$4.3K	0.03%	335
2026 Q1	$330K	Hold	8,364	–	–	0.04%	312
2025 Q4	$309K	Buy	8,364 +90	+1%	+$3.25K	0.03%	323
2025 Q3	$294K	Buy	8,274 +5,658	+216%	+$197K	0.03%	317
2025 Q2	$89.2K	Buy	2,616 +16	+0.6%	+$521	0.01%	514
2025 Q1	$80.6K	Sell	2,600 -840	-24%	-$25.2K	0.01%	493
2024 Q4	$97.8K	Buy	+3,440	New	+$102K	0.01%	436
2022 Q1	$269K	Sell	9,251 -206	-2%	-$6.02K	0.05%	253
2021 Q4	$285K	Buy	+9,457	New	+$287K	0.05%	296
2021 Q1	–	Sell	-51,087	Closed	-$1.45M	–	231
2020 Q4	$1.45M	Sell	51,087 -12,710	-20%	-$346K	0.42%	46
2020 Q3	$1.65M	Sell	63,797 -54,804	-46%	-$1.42M	0.55%	34
2020 Q2	$2.93M	Buy	118,601 +108,809	+1,111%	+$2.58M	0.75%	27
2020 Q1	$216K	Buy	+9,792	New	+$262K	0.1%	149
2019 Q4	–	Sell	-146,625	Closed	-$4.09M	–	734
2019 Q3	$4.09M	Sell	146,625 -13,338	-8%	-$369K	1.35%	15
2019 Q2	$4.5M	Buy	159,963 +32,297	+25%	+$910K	1.43%	11
2019 Q1	$3.6M	Buy	+127,666	New	+$3.52M	1.2%	17

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

Golden State Wealth Management's RODM Position: Q2 2026 in Review

Golden State Wealth Management increased its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 1.3% in Q2 2026, buying an estimated $4.3K and bringing the position to 8,469 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #335.

Golden State Wealth Management first reported a position in RODM in Q1 2019 and has held it in 16 quarters since. The position peaked at $4.5M in Q2 2019. 131 funds tracked by Wall St. Rank hold RODM as of Q2 2026.

Golden State Wealth Management held 8,469 shares of Hartford Multifactor Developed Markets ex-US ETF worth $342K as of Q2 2026.
Golden State Wealth Management bought 105 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2026, an estimated $4.3K.
Hartford Multifactor Developed Markets ex-US ETF made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #335 holding.
Golden State Wealth Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2019 and has held it in 16 quarters since.
Golden State Wealth Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $4.5M in Q2 2019.
131 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.