Beaumont Financial Advisors’s John Hancock Multifactor Materials ETF JHMA Stock Holding History

Beaumont Financial Advisors’s Portfolio JHMA Stock Details JHMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-7,713	Closed	-$345K	–	389
2021 Q2	$345K	Buy	7,713 +914	+13%	+$43.6K	0.03%	272
2021 Q1	$303K	Sell	6,799 -731	-10%	-$30.9K	0.03%	272
2020 Q4	$301K	Sell	7,530 -2,547	-25%	-$96.1K	0.03%	266
2020 Q3	$346K	Sell	10,077 -4,914	-33%	-$163K	0.03%	241
2020 Q2	$456K	Buy	+14,991	New	+$428K	0.05%	191
2019 Q2	–	Sell	-32,225	Closed	-$1.03M	–	262
2019 Q1	$1.03M	Buy	+32,225	New	+$999K	0.11%	114
2018 Q4	–	Sell	-36,465	Closed	-$1.24M	–	246
2018 Q3	$1.24M	Buy	+36,465	New	+$1.26M	0.12%	94

Other funds holding JHMA

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Beaumont Financial Advisors's JHMA Position: Q3 2021 in Review

Beaumont Financial Advisors sold out of John Hancock Multifactor Materials ETF (JHMA) in Q3 2021, closing a stake of 7,713 shares — an estimated $345K sold.

Beaumont Financial Advisors first reported a position in JHMA in Q3 2018 and held it in 7 quarters. The position peaked at $1.24M in Q3 2018. 12 funds tracked by Wall St. Rank hold JHMA as of Q3 2021.

Beaumont Financial Advisors reported no remaining John Hancock Multifactor Materials ETF position as of Q3 2021 after selling out during the quarter.
Beaumont Financial Advisors sold 7,713 John Hancock Multifactor Materials ETF shares in Q3 2021, an estimated $345K.
Beaumont Financial Advisors first reported a position in John Hancock Multifactor Materials ETF in Q3 2018 and held it in 7 quarters.
Beaumont Financial Advisors's John Hancock Multifactor Materials ETF position peaked at $1.24M in Q3 2018.
12 funds tracked by Wall St. Rank held John Hancock Multifactor Materials ETF as of Q3 2021.

Based on Beaumont Financial Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.