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ACG Wealth’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

ACG Wealth’s Portfolio JHMM Stock Details JHMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$850K Sell
19,947
-543
-3% -$25.5K 0.19% 121
2022
Q2 		$905K Sell
20,490
-202
-1% -$9.77K 0.18% 125
2022
Q1 		$1.09M Sell
20,692
-6,415
-24% -$334K 0.21% 121
2021
Q4 		$1.51M Sell
27,107
-627
-2% -$34.2K 0.21% 114
2021
Q3 		$1.43M Sell
27,734
-1,029
-4% -$54.1K 0.19% 109
2021
Q2 		$1.49M Sell
28,763
-15,075
-34% -$773K 0.19% 107
2021
Q1 		$2.15M Sell
43,838
-3,955
-8% -$188K 0.29% 78
2020
Q4 		$2.15M Sell
47,793
-791
-2% -$33.1K 0.3% 77
2020
Q3 		$1.83M Sell
48,584
-6,063
-11% -$226K 0.28% 76
2020
Q2 		$1.92M Sell
54,647
-103,573
-65% -$3.41M 0.31% 71
2020
Q1 		$4.5M Sell
158,220
-24,558
-13% -$885K 0.84% 30
2019
Q4 		$7.16M Sell
182,778
-32,649
-15% -$1.23M 1.07% 18
2019
Q3 		$7.93M Sell
215,427
-41,083
-16% -$1.5M 1.17% 17
2019
Q2 		$9.36M Sell
256,510
-181,954
-41% -$6.52M 1.26% 13
2019
Q1 		$15.4M Sell
438,464
-57,049
-12% -$1.93M 2.06% 7
2018
Q4 		$15.1M Sell
495,513
-25,904
-5% -$862K 2.31% 6
2018
Q3 		$19M Buy
521,417
+81,220
+18% +$2.94M 2.52% 6
2018
Q2 		$15.3M Buy
440,197
+88,733
+25% +$3.09M 2.33% 7
2018
Q1 		$12.1M Buy
351,464
+28,565
+9% +$995K 1.83% 10
2017
Q4 		$11M Buy
322,899
+83,946
+35% +$2.8M 1.63% 9
2017
Q3 		$7.71M Buy
238,953
+12,039
+5% +$378K 1.34% 14
2017
Q2 		$7.06M Buy
226,914
+53,601
+31% +$1.65M 1.16% 16
2017
Q1 		$5.27M Sell
173,313
-25,259
-13% -$756K 0.97% 21
2016
Q4 		$5.7M Buy
+198,572
New +$5.57M 1.21% 17

Other funds holding JHMM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ACG Wealth's JHMM Position: Q3 2022 in Review

ACG Wealth reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 2.7% in Q3 2022, selling an estimated $25.5K and leaving 19,947 shares worth $850K. The position accounts for 0.19% of the portfolio, ranked #121.

ACG Wealth first reported a position in JHMM in Q4 2016 and has held it in 24 quarters since. The position peaked at $19M in Q3 2018. 169 funds tracked by Wall St. Rank hold JHMM as of Q3 2022.

  • ACG Wealth held 19,947 shares of John Hancock Multifactor Mid Cap ETF worth $850K as of Q3 2022.
  • ACG Wealth sold 543 John Hancock Multifactor Mid Cap ETF shares in Q3 2022, an estimated $25.5K.
  • John Hancock Multifactor Mid Cap ETF made up 0.19% of ACG Wealth's portfolio in Q3 2022, its #121 holding.
  • ACG Wealth first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2016 and has held it in 24 quarters since.
  • ACG Wealth's John Hancock Multifactor Mid Cap ETF position peaked at $19M in Q3 2018.
  • 169 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.