Baldwin Wealth Partners’s John Hancock Multifactor Developed International ETF JHMD Stock Holding History

Baldwin Wealth Partners’s Portfolio JHMD Stock Details JHMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-136	Closed	-$4.81K	–	646
2024 Q3	$4.81K	Hold	136	–	–	﹤0.01%	878
2024 Q2	$4.54K	Hold	136	–	–	﹤0.01%	598
2024 Q1	$4.7K	Hold	136	–	–	﹤0.01%	597
2023 Q4	$4.43K	Hold	136	–	–	﹤0.01%	624
2023 Q3	$4.07K	Hold	136	–	–	﹤0.01%	643
2023 Q2	$4.23K	Hold	136	–	–	﹤0.01%	662
2023 Q1	$4.17K	Hold	136	–	–	﹤0.01%	688
2022 Q4	$3.83K	Hold	136	–	–	﹤0.01%	680
2022 Q3	$3K	Hold	136	–	–	﹤0.01%	600
2022 Q2	$4K	Hold	136	–	–	﹤0.01%	607
2022 Q1	$4K	Hold	136	–	–	﹤0.01%	615
2021 Q4	$5K	Hold	136	–	–	﹤0.01%	559
2021 Q3	$5K	Hold	136	–	–	﹤0.01%	571
2021 Q2	$5K	Hold	136	–	–	﹤0.01%	582
2021 Q1	$4K	Hold	136	–	–	﹤0.01%	571
2020 Q4	$4K	Hold	136	–	–	﹤0.01%	505
2020 Q3	$4K	Buy	+136	New	+$3.71K	﹤0.01%	484

Other funds holding JHMD

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

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

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

Baldwin Wealth Partners's JHMD Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of John Hancock Multifactor Developed International ETF (JHMD) in Q4 2024, closing a stake of 136 shares — an estimated $4.81K sold.

Baldwin Wealth Partners first reported a position in JHMD in Q3 2020 and held it in 17 quarters. The position peaked at $5K in Q4 2021. 60 funds tracked by Wall St. Rank hold JHMD as of Q4 2024.

Baldwin Wealth Partners reported no remaining John Hancock Multifactor Developed International ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 136 John Hancock Multifactor Developed International ETF shares in Q4 2024, an estimated $4.81K.
Baldwin Wealth Partners first reported a position in John Hancock Multifactor Developed International ETF in Q3 2020 and held it in 17 quarters.
Baldwin Wealth Partners's John Hancock Multifactor Developed International ETF position peaked at $5K in Q4 2021.
60 funds tracked by Wall St. Rank held John Hancock Multifactor Developed International ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.