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Guardian Wealth Advisors (North Carolina)’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$656K Sell
16,235
-402
-2% -$16.5K 0.04% 198
2026
Q1 		$656K Hold
16,637
– – 0.04% 185
2025
Q4 		$615K Hold
16,637
– – 0.04% 196
2025
Q3 		$591K Hold
16,637
– – 0.04% 187
2025
Q2 		$567K Hold
16,637
– – 0.04% 185
2025
Q1 		$516K Hold
16,637
– – 0.04% 188
2024
Q4 		$473K Hold
16,637
– – 0.04% 196
2024
Q3 		$507K Hold
16,637
– – 0.05% 164
2024
Q2 		$460K Hold
16,637
– – 0.05% 169
2024
Q1 		$466K Sell
16,637
-3,600
-18% -$98.4K 0.06% 163
2023
Q4 		$555K Hold
20,237
– – 0.08% 122
2023
Q3 		$519K Hold
20,237
– – 0.09% 120
2023
Q2 		$533K Hold
20,237
– – 0.09% 115
2023
Q1 		$533K Hold
20,237
– – 0.09% 111
2022
Q4 		$502K Hold
20,237
– – 0.1% 112
2022
Q3 		$440K Hold
20,237
– – 0.08% 115
2022
Q2 		$504K Buy
+20,237
New +$552K 0.09% 106

Other funds holding RODM

Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pathstone Holdings
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s RODM Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 2.4% in Q2 2026, selling an estimated $16.5K and leaving 16,235 shares worth $656K. The position accounts for 0.04% of the portfolio, ranked #198.

Guardian Wealth Advisors (North Carolina) first reported a position in RODM in Q2 2022 and has held it in 17 quarters since. 131 funds tracked by Wall St. Rank hold RODM as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 16,235 shares of Hartford Multifactor Developed Markets ex-US ETF worth $656K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 402 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2026, an estimated $16.5K.
  • Hartford Multifactor Developed Markets ex-US ETF made up 0.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #198 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2022 and has held it in 17 quarters since.
  • 131 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.