Marshall Financial Group (Maryland)’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Marshall Financial Group (Maryland)’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
2023 Q1	–	Sell	-20,490	Closed	-$508K	–	189
2022 Q4	$508K	Sell	20,490 -11,734	-36%	-$280K	0.2%	126
2022 Q3	$701K	Sell	32,224 -1,135	-3%	-$27.8K	0.3%	110
2022 Q2	$830K	Sell	33,359 -6,524	-16%	-$178K	0.33%	97
2022 Q1	$1.16M	Sell	39,883 -1,225	-3%	-$35.8K	0.48%	73
2021 Q4	$1.24M	Sell	41,108 -18,246	-31%	-$554K	0.46%	72
2021 Q3	$1.79M	Buy	59,354 +565	+1%	+$17.6K	0.92%	13
2021 Q2	$1.8M	Sell	58,789 -3,473	-6%	-$108K	0.98%	13
2021 Q1	$1.85M	Buy	62,262 +152	+0.2%	+$4.42K	1.11%	14
2020 Q4	$1.76M	Buy	+62,110	New	+$1.69M	1.15%	11

Other funds holding RODM

AAS

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

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

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

HFM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Marshall Financial Group (Maryland)'s RODM Position: Q1 2023 in Review

Marshall Financial Group (Maryland) sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q1 2023, closing a stake of 20,490 shares — an estimated $508K sold.

Marshall Financial Group (Maryland) first reported a position in RODM in Q4 2020 and held it in 9 quarters. The position peaked at $1.85M in Q1 2021. 124 funds tracked by Wall St. Rank hold RODM as of Q1 2023.

Marshall Financial Group (Maryland) reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q1 2023 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 20,490 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2023, an estimated $508K.
Marshall Financial Group (Maryland) first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2020 and held it in 9 quarters.
Marshall Financial Group (Maryland)'s Hartford Multifactor Developed Markets ex-US ETF position peaked at $1.85M in Q1 2021.
124 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2023, filed 18 Apr 2023.