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

Goldstein 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
2026
Q1 		$17.7M Buy
447,787
+5,938
+1% +$232K 1.96% 17
2025
Q4 		$16.3M Sell
441,849
-2,902
-0.7% -$105K 1.86% 16
2025
Q3 		$15.8M Buy
444,751
+12,491
+3% +$435K 1.92% 15
2025
Q2 		$14.7M Buy
432,260
+2,956
+0.7% +$96.2K 1.98% 15
2025
Q1 		$13.3M Buy
429,304
+18,612
+5% +$559K 1.95% 14
2024
Q4 		$11.7M Buy
410,692
+23,193
+6% +$687K 1.7% 14
2024
Q3 		$11.8M Buy
387,499
+27,195
+8% +$791K 1.8% 14
2024
Q2 		$9.95M Buy
360,304
+17,943
+5% +$503K 1.66% 17
2024
Q1 		$9.59M Buy
342,361
+23,325
+7% +$638K 1.64% 17
2023
Q4 		$8.75M Buy
319,036
+4,426
+1% +$115K 1.48% 17
2023
Q3 		$8.07M Buy
314,610
+7,724
+3% +$203K 1.68% 17
2023
Q2 		$8.08M Sell
306,886
-6,499
-2% -$174K 1.69% 17
2023
Q1 		$8.25M Sell
313,385
-451,353
-59% -$11.7M 1.81% 18
2022
Q4 		$19M Buy
+764,738
New +$18.3M 4.59% 5

Other funds holding RODM

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 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
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Goldstein Advisors's RODM Position: Q1 2026 in Review

Goldstein Advisors increased its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 1.3% in Q1 2026, buying an estimated $232K and bringing the position to 447,787 shares worth $17.7M. The position accounts for 1.96% of the portfolio, ranked #17.

Goldstein Advisors first reported a position in RODM in Q4 2022 and has held it in 14 quarters since. The position peaked at $19M in Q4 2022. 130 funds tracked by Wall St. Rank hold RODM as of Q1 2026.

  • Goldstein Advisors held 447,787 shares of Hartford Multifactor Developed Markets ex-US ETF worth $17.7M as of Q1 2026.
  • Goldstein Advisors bought 5,938 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2026, an estimated $232K.
  • Hartford Multifactor Developed Markets ex-US ETF made up 1.96% of Goldstein Advisors's portfolio in Q1 2026, its #17 holding.
  • Goldstein Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2022 and has held it in 14 quarters since.
  • Goldstein Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $19M in Q4 2022.
  • 130 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2026.

Based on Goldstein Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.