Arkadios Wealth Advisors’s John Hancock Multifactor Industrials ETF JHMI Stock Holding History

Arkadios Wealth Advisors’s Portfolio JHMI Stock Details JHMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-584	Closed	-$29K	–	1913
2021 Q3	$29K	Sell	584 -382	-40%	-$20K	﹤0.01%	1081
2021 Q2	$49K	Buy	966 +4	+0.4%	+$206	0.01%	941
2021 Q1	$47K	Sell	962 -42	-4%	-$1.95K	0.01%	709
2020 Q4	$44K	Buy	+1,004	New	+$42.4K	0.01%	582

Other funds holding JHMI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

EWM

EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Arkadios Wealth Advisors's JHMI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of John Hancock Multifactor Industrials ETF (JHMI) in Q4 2021, closing a stake of 584 shares — an estimated $29K sold.

Arkadios Wealth Advisors first reported a position in JHMI in Q4 2020 and held it in 4 quarters. The position peaked at $49K in Q2 2021. 13 funds tracked by Wall St. Rank hold JHMI as of Q4 2021.

Arkadios Wealth Advisors reported no remaining John Hancock Multifactor Industrials ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 584 John Hancock Multifactor Industrials ETF shares in Q4 2021, an estimated $29K.
Arkadios Wealth Advisors first reported a position in John Hancock Multifactor Industrials ETF in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's John Hancock Multifactor Industrials ETF position peaked at $49K in Q2 2021.
13 funds tracked by Wall St. Rank held John Hancock Multifactor Industrials ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.