Atria Investments’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

Atria Investments’s Portfolio JHSC Stock Details JHSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-15,748	Closed	-$587K	–	2040
2025 Q1	$587K	Buy	15,748 +493	+3%	+$19.5K	0.01%	1265
2024 Q4	$606K	Sell	15,255 -412	-3%	-$17K	0.01%	1228
2024 Q3	$629K	Buy	15,667 +19	+0.1%	+$732	0.01%	1219
2024 Q2	$579K	Buy	+15,648	New	+$580K	0.01%	1227
2020 Q2	–	Sell	-104,783	Closed	-$1.99M	–	669
2020 Q1	$1.99M	Buy	104,783 +25,063	+31%	+$631K	0.15%	131
2019 Q4	$2.22M	Buy	+79,720	New	+$2.15M	0.06%	276

Other funds holding JHSC

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

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

SIM

Sims Investment Management Cincinnati, Ohio $272M AUM 16.2% 1-Year Est. Return

Atria Investments's JHSC Position: Q2 2025 in Review

Atria Investments sold out of John Hancock Multifactor Small Cap ETF (JHSC) in Q2 2025, closing a stake of 15,748 shares — an estimated $587K sold.

Atria Investments first reported a position in JHSC in Q4 2019 and held it in 6 quarters. The position peaked at $2.22M in Q4 2019. 68 funds tracked by Wall St. Rank hold JHSC as of Q2 2025.

Atria Investments reported no remaining John Hancock Multifactor Small Cap ETF position as of Q2 2025 after selling out during the quarter.
Atria Investments sold 15,748 John Hancock Multifactor Small Cap ETF shares in Q2 2025, an estimated $587K.
Atria Investments first reported a position in John Hancock Multifactor Small Cap ETF in Q4 2019 and held it in 6 quarters.
Atria Investments's John Hancock Multifactor Small Cap ETF position peaked at $2.22M in Q4 2019.
68 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.