Focus Financial Network’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Focus Financial Network’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
2021 Q4	–	Sell	-9,558	Closed	-$288K	–	430
2021 Q3	$288K	Sell	9,558 -728	-7%	-$22.7K	0.04%	348
2021 Q2	$316K	Sell	10,286 -47,958	-82%	-$1.49M	0.04%	336
2021 Q1	$1.73M	Sell	58,244 -20,133	-26%	-$586K	0.2%	114
2020 Q4	$2.22M	Sell	78,377 -16,188	-17%	-$440K	0.2%	101
2020 Q3	$2.45M	Buy	94,565 +41,082	+77%	+$1.06M	0.23%	94
2020 Q2	$1.32M	Buy	+53,483	New	+$1.27M	0.15%	133

Other funds holding RODM

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Financial Network's RODM Position: Q4 2021 in Review

Focus Financial Network sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q4 2021, closing a stake of 9,558 shares — an estimated $288K sold.

Focus Financial Network first reported a position in RODM in Q2 2020 and held it in 6 quarters. The position peaked at $2.45M in Q3 2020. 136 funds tracked by Wall St. Rank hold RODM as of Q4 2021.

Focus Financial Network reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q4 2021 after selling out during the quarter.
Focus Financial Network sold 9,558 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2021, an estimated $288K.
Focus Financial Network first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2020 and held it in 6 quarters.
Focus Financial Network's Hartford Multifactor Developed Markets ex-US ETF position peaked at $2.45M in Q3 2020.
136 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2021.

Based on Focus Financial Network's 13F filing for Q4 2021, filed 24 Jul 2024.