AWM
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Avaii Wealth Management’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Avaii Wealth Management’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
2026
Q3 		$1.46M Sell
20,069
-59
-0.3% -$4.39K 0.42% 35
2026
Q2 		$1.51M Sell
20,128
-197
-1% -$14.2K 0.44% 35
2026
Q1 		$1.36M Sell
20,325
-30
-0.1% -$2.06K 0.48% 29
2025
Q4 		$1.33M Sell
20,355
-424
-2% -$27.6K 0.48% 29
2025
Q3 		$1.34M Sell
20,779
-632
-3% -$39.9K 0.51% 29
2025
Q2 		$1.31M Sell
21,411
-527
-2% -$30.4K 0.58% 23
2025
Q1 		$1.26M Sell
21,938
-175
-0.8% -$10.5K 0.67% 22
2024
Q4 		$1.32M Buy
22,113
+190
+0.9% +$11.7K 0.65% 24
2024
Q3 		$1.32M Buy
21,923
+266
+1% +$15.2K 0.67% 23
2024
Q2 		$1.19M Buy
21,657
+450
+2% +$24.9K 0.66% 26
2024
Q1 		$1.22M Buy
21,207
+78
+0.4% +$4.19K 0.71% 26
2023
Q4 		$1.11M Buy
21,129
+2,458
+13% +$119K 0.73% 24
2023
Q3 		$883K Buy
18,671
+441
+2% +$21.9K 0.67% 35
2023
Q2 		$906K Buy
18,230
+654
+4% +$31.1K 0.7% 33
2023
Q1 		$842K Buy
17,576
+424
+2% +$20.6K 0.73% 29
2022
Q4 		$798K Sell
17,152
-360
-2% -$16.7K 0.71% 30
2022
Q3 		$746K Buy
17,512
+678
+4% +$31.8K 0.78% 28
2022
Q2 		$744K Buy
16,834
+10
+0.1% +$484 0.8% 22
2022
Q1 		$884K Buy
16,824
+343
+2% +$17.8K 0.82% 19
2021
Q4 		$916K Buy
+16,481
New +$899K 0.92% 17

Other funds holding JHMM

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Avaii Wealth Management's JHMM Position: Q3 2026 in Review

Avaii Wealth Management reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 0.29% in Q3 2026, selling an estimated $4.39K and leaving 20,069 shares worth $1.46M. The position accounts for 0.42% of the portfolio, ranked #35.

Avaii Wealth Management first reported a position in JHMM in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.51M in Q2 2026. 17 funds tracked by Wall St. Rank hold JHMM as of Q3 2026.

  • Avaii Wealth Management held 20,069 shares of John Hancock Multifactor Mid Cap ETF worth $1.46M as of Q3 2026.
  • Avaii Wealth Management sold 59 John Hancock Multifactor Mid Cap ETF shares in Q3 2026, an estimated $4.39K.
  • John Hancock Multifactor Mid Cap ETF made up 0.42% of Avaii Wealth Management's portfolio in Q3 2026, its #35 holding.
  • Avaii Wealth Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Avaii Wealth Management's John Hancock Multifactor Mid Cap ETF position peaked at $1.51M in Q2 2026.
  • 17 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.