MAI Capital Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

MAI Capital 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	$1.42M	Hold	35,257	–	–	0.01%	829
2026 Q1	$1.39M	Buy	35,257 +224	+0.6%	+$8.75K	0.01%	675
2025 Q4	$1.3M	Sell	35,033 -250	-0.7%	-$9.03K	0.01%	669
2025 Q3	$1.25M	Sell	35,283 -660	-2%	-$23K	0.01%	644
2025 Q2	$1.23M	Sell	35,943 -1,361	-4%	-$44.3K	0.01%	605
2025 Q1	$1.16M	Sell	37,304 -10,054	-21%	-$302K	0.01%	590
2024 Q4	$1.35M	Sell	47,358 -29,508	-38%	-$874K	0.01%	559
2024 Q3	$2.34M	Sell	76,866 -47,436	-38%	-$1.38M	0.02%	372
2024 Q2	$3.43M	Buy	+124,302	New	+$3.48M	0.03%	310

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

MAI Capital Management's RODM Position: Q2 2026 in Review

MAI Capital Management held its Hartford Multifactor Developed Markets ex-US ETF (RODM) position steady in Q2 2026 at 35,257 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #829.

MAI Capital Management first reported a position in RODM in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.43M in Q2 2024. 131 funds tracked by Wall St. Rank hold RODM as of Q2 2026.

MAI Capital Management held 35,257 shares of Hartford Multifactor Developed Markets ex-US ETF worth $1.42M as of Q2 2026.
MAI Capital Management left its Hartford Multifactor Developed Markets ex-US ETF share count unchanged in Q2 2026.
Hartford Multifactor Developed Markets ex-US ETF made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #829 holding.
MAI Capital Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2024 and has held it in 9 quarters since.
MAI Capital Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $3.43M in Q2 2024.
131 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.