Beacon Financial Advisory’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Beacon Financial Advisory’s Portfolio JHML Stock Details JHML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,983	Closed	-$324K	–	310
2024 Q2	$324K	Hold	4,983	–	–	0.12%	201
2024 Q1	$323K	Hold	4,983	–	–	0.16%	174
2023 Q4	$293K	Hold	4,983	–	–	0.14%	187
2023 Q3	$264K	Hold	4,983	–	–	0.15%	185
2023 Q2	$274K	Hold	4,983	–	–	0.16%	176
2023 Q1	$258K	Hold	4,983	–	–	0.16%	165
2022 Q4	$245K	Hold	4,983	–	–	0.18%	159
2022 Q3	$226K	Hold	4,983	–	–	0.16%	162
2022 Q2	$238K	Hold	4,983	–	–	0.14%	190
2022 Q1	$283K	Hold	4,983	–	–	0.14%	187
2021 Q4	$296K	Hold	4,983	–	–	0.14%	184
2021 Q3	$271K	Hold	4,983	–	–	0.14%	181
2021 Q2	$271K	Hold	4,983	–	–	0.15%	175
2021 Q1	$253K	Sell	4,983 -142	-3%	-$6.98K	0.14%	178
2020 Q4	$242K	Hold	5,125	–	–	0.16%	167
2020 Q3	$214K	Buy	+5,125	New	+$210K	0.19%	158

Other funds holding JHML

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return

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

HIF

Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

Beacon Financial Advisory's JHML Position: Q3 2024 in Review

Beacon Financial Advisory sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q3 2024, closing a stake of 4,983 shares — an estimated $324K sold.

Beacon Financial Advisory first reported a position in JHML in Q3 2020 and held it in 16 quarters. The position peaked at $324K in Q2 2024. 100 funds tracked by Wall St. Rank hold JHML as of Q3 2024.

Beacon Financial Advisory reported no remaining John Hancock Multifactor Large Cap ETF position as of Q3 2024 after selling out during the quarter.
Beacon Financial Advisory sold 4,983 John Hancock Multifactor Large Cap ETF shares in Q3 2024, an estimated $324K.
Beacon Financial Advisory first reported a position in John Hancock Multifactor Large Cap ETF in Q3 2020 and held it in 16 quarters.
Beacon Financial Advisory's John Hancock Multifactor Large Cap ETF position peaked at $324K in Q2 2024.
100 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2024.

Based on Beacon Financial Advisory's 13F filing for Q3 2024, filed 30 Oct 2024.