Beaumont Financial Advisors’s John Hancock Multifactor Consumer Staples ETF JHMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-9,960	Closed	-$338K	–	392
2021 Q2	$338K	Buy	9,960 +1,208	+14%	+$42.1K	0.03%	273
2021 Q1	$297K	Sell	8,752 -558	-6%	-$18.1K	0.03%	278
2020 Q4	$301K	Sell	9,310 -1,961	-17%	-$62.3K	0.03%	269
2020 Q3	$346K	Sell	11,271 -4,893	-30%	-$148K	0.03%	244
2020 Q2	$456K	Buy	+16,164	New	+$452K	0.05%	193
2020 Q1	–	Sell	-15,491	Closed	-$466K	–	303
2019 Q4	$466K	Sell	15,491 -16,243	-51%	-$475K	0.05%	186
2019 Q3	$925K	Sell	31,734 -5,074	-14%	-$145K	0.09%	131
2019 Q2	$1.01M	Sell	36,808 -1,076	-3%	-$29.7K	0.1%	118
2019 Q1	$1.03M	Buy	+37,884	New	+$981K	0.11%	107
2018 Q4	–	Sell	-46,503	Closed	-$1.25M	–	247
2018 Q3	$1.25M	Buy	+46,503	New	+$1.24M	0.12%	89
2018 Q1	–	Sell	-74,862	Closed	-$2.08M	–	228
2017 Q4	$2.08M	Buy	+74,862	New	+$2M	0.24%	77

Other funds holding JHMS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

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

Beaumont Financial Advisors sold out of John Hancock Multifactor Consumer Staples ETF (JHMS) in Q3 2021, closing a stake of 9,960 shares — an estimated $338K sold.

Beaumont Financial Advisors first reported a position in JHMS in Q4 2017 and held it in 11 quarters. The position peaked at $2.08M in Q4 2017. 13 funds tracked by Wall St. Rank hold JHMS as of Q3 2021.

Beaumont Financial Advisors reported no remaining John Hancock Multifactor Consumer Staples ETF position as of Q3 2021 after selling out during the quarter.
Beaumont Financial Advisors sold 9,960 John Hancock Multifactor Consumer Staples ETF shares in Q3 2021, an estimated $338K.
Beaumont Financial Advisors first reported a position in John Hancock Multifactor Consumer Staples ETF in Q4 2017 and held it in 11 quarters.
Beaumont Financial Advisors's John Hancock Multifactor Consumer Staples ETF position peaked at $2.08M in Q4 2017.
13 funds tracked by Wall St. Rank held John Hancock Multifactor Consumer Staples ETF as of Q3 2021.

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