Client 1st Advisory Group’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Client 1st Advisory Group’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	$729K	Sell	17,887 -127	-0.7%	-$5.28K	0.19%	61
2026 Q2	$728K	Hold	18,014	–	–	0.19%	64
2026 Q1	$710K	Hold	18,014	–	–	0.22%	60
2025 Q4	$666K	Hold	18,014	–	–	0.21%	61
2025 Q3	$640K	Hold	18,014	–	–	0.21%	59
2025 Q2	$614K	Sell	18,014 -59	-0.3%	-$1.92K	0.22%	57
2025 Q1	$560K	Hold	18,073	–	–	0.22%	59
2024 Q4	$514K	Hold	18,073	–	–	0.2%	65
2024 Q3	$551K	Sell	18,073 -2,620	-13%	-$76.2K	0.22%	57
2024 Q2	$572K	Sell	20,693 -322	-2%	-$9.02K	0.25%	49
2024 Q1	$588K	Sell	21,015 -567	-3%	-$15.5K	0.26%	47
2023 Q4	$592K	Sell	21,582 -169	-0.8%	-$4.39K	0.29%	47
2023 Q3	$558K	Sell	21,751 -3,060	-12%	-$80.6K	0.3%	46
2023 Q2	$653K	Sell	24,811 -167	-0.7%	-$4.46K	0.34%	41
2023 Q1	$658K	Sell	24,978 -514	-2%	-$13.4K	0.36%	38
2022 Q4	$632K	Sell	25,492 -4,517	-15%	-$108K	0.37%	36
2022 Q3	$652K	Sell	30,009 -264	-0.9%	-$6.46K	0.41%	32
2022 Q2	$753K	Sell	30,273 -3,754	-11%	-$102K	0.45%	28
2022 Q1	$991K	Sell	34,027 -323	-0.9%	-$9.44K	0.48%	29
2021 Q4	$1.03M	Sell	34,350 -4,458	-11%	-$135K	0.5%	32
2021 Q3	$1.17M	Sell	38,808 -12,181	-24%	-$379K	0.6%	26
2021 Q2	$1.57M	Sell	50,989 -70,483	-58%	-$2.19M	0.81%	26
2021 Q1	$3.61M	Sell	121,472 -28,640	-19%	-$834K	2.07%	15
2020 Q4	$4.33M	Sell	150,112 -28,340	-16%	-$771K	2.81%	11
2020 Q3	$4.89M	Buy	178,452 +26,427	+17%	+$683K	3.42%	11
2020 Q2	$3.91M	Buy	+152,025	New	+$3.61M	3.24%	9

Other funds holding RODM

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

Client 1st Advisory Group's RODM Position: Q3 2026 in Review

Client 1st Advisory Group reduced its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 0.71% in Q3 2026, selling an estimated $5.28K and leaving 17,887 shares worth $729K. The position accounts for 0.19% of the portfolio, ranked #61.

Client 1st Advisory Group first reported a position in RODM in Q2 2020 and has held it in 26 quarters since. The position peaked at $4.89M in Q3 2020. 21 funds tracked by Wall St. Rank hold RODM as of Q3 2026.

Client 1st Advisory Group held 17,887 shares of Hartford Multifactor Developed Markets ex-US ETF worth $729K as of Q3 2026.
Client 1st Advisory Group sold 127 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2026, an estimated $5.28K.
Hartford Multifactor Developed Markets ex-US ETF made up 0.19% of Client 1st Advisory Group's portfolio in Q3 2026, its #61 holding.
Client 1st Advisory Group first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2020 and has held it in 26 quarters since.
Client 1st Advisory Group's Hartford Multifactor Developed Markets ex-US ETF position peaked at $4.89M in Q3 2020.
21 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.