AWA
JHMI

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 – 1916
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

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $369M AUM 24.46% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.77B AUM 21.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return