Goldstein Advisors
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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
Q3 		$19.3M Buy
473,459
+1,724
+0.4% +$71.7K 1.71% 14
2026
Q2 		$19.1M Buy
471,735
+23,948
+5% +$980K 1.74% 16
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 		$10M Buy
360,304
+17,943
+5% +$503K 1.66% 17
2024
Q1 		$9.6M 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

Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
First PREMIER Bank
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
Flagstar Advisors
Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
White Pine Investment Company
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

Goldstein Advisors's RODM Position: Q3 2026 in Review

Goldstein Advisors increased its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 0.37% in Q3 2026, buying an estimated $71.7K and bringing the position to 473,459 shares worth $19.3M. The position accounts for 1.71% of the portfolio, ranked #14.

Goldstein Advisors first reported a position in RODM in Q4 2022 and has held it in 16 quarters since. 26 funds tracked by Wall St. Rank hold RODM as of Q3 2026.

  • Goldstein Advisors held 473,459 shares of Hartford Multifactor Developed Markets ex-US ETF worth $19.3M as of Q3 2026.
  • Goldstein Advisors bought 1,724 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2026, an estimated $71.7K.
  • Hartford Multifactor Developed Markets ex-US ETF made up 1.71% of Goldstein Advisors's portfolio in Q3 2026, its #14 holding.
  • Goldstein Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2022 and has held it in 16 quarters since.
  • 26 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.