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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avaii Wealth Management's JHMM Position: Q2 2026 in Review

Avaii Wealth Management reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 0.97% in Q2 2026, selling an estimated $14.2K and leaving 20,128 shares worth $1.51M. The position accounts for 0.44% of the portfolio, ranked #35.

Avaii Wealth Management first reported a position in JHMM in Q4 2021 and has held it in 19 quarters since. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

  • Avaii Wealth Management held 20,128 shares of John Hancock Multifactor Mid Cap ETF worth $1.51M as of Q2 2026.
  • Avaii Wealth Management sold 197 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $14.2K.
  • John Hancock Multifactor Mid Cap ETF made up 0.44% of Avaii Wealth Management's portfolio in Q2 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 19 quarters since.
  • 296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.