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

Modern 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	$3.48M	Sell	86,176 -2,550	-3%	-$104K	0.04%	304
2026 Q1	$3.53M	Sell	88,726 -2,414	-3%	-$94.3K	0.06%	238
2025 Q4	$3.37M	Sell	91,140 -4,179	-4%	-$151K	0.06%	233
2025 Q3	$3.39M	Sell	95,319 -1,768	-2%	-$61.6K	0.07%	223
2025 Q2	$3.31M	Sell	97,087 -54,146	-36%	-$1.76M	0.08%	210
2025 Q1	$4.69M	Sell	151,233 -6,138	-4%	-$184K	0.15%	134
2024 Q4	$4.47M	Buy	+157,371	New	+$4.66M	0.17%	119

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

Modern Wealth Management's RODM Position: Q2 2026 in Review

Modern Wealth Management reduced its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 2.9% in Q2 2026, selling an estimated $104K and leaving 86,176 shares worth $3.48M. The position accounts for 0.04% of the portfolio, ranked #304.

Modern Wealth Management first reported a position in RODM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.69M in Q1 2025. 131 funds tracked by Wall St. Rank hold RODM as of Q2 2026.

Modern Wealth Management held 86,176 shares of Hartford Multifactor Developed Markets ex-US ETF worth $3.48M as of Q2 2026.
Modern Wealth Management sold 2,550 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2026, an estimated $104K.
Hartford Multifactor Developed Markets ex-US ETF made up 0.04% of Modern Wealth Management's portfolio in Q2 2026, its #304 holding.
Modern Wealth Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2024 and has held it in 7 quarters since.
Modern Wealth Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $4.69M in Q1 2025.
131 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2026.

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