Carroll Financial Associates’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Carroll Financial Associates’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
2021 Q4	$26K	Hold	477	–	–	﹤0.01%	903
2021 Q3	$24K	Hold	477	–	–	﹤0.01%	946
2021 Q2	$24K	Hold	477	–	–	﹤0.01%	1026
2021 Q1	$23K	Hold	477	–	–	﹤0.01%	974
2020 Q4	$21K	Buy	+477	New	+$19.9K	﹤0.01%	912
2020 Q1	–	Sell	-18,610	Closed	-$728K	–	1554
2019 Q4	$728K	Buy	+18,610	New	+$704K	0.06%	178

Other funds holding JHMM

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Carroll Financial Associates's JHMM Position: Q4 2021 in Review

Carroll Financial Associates held its John Hancock Multifactor Mid Cap ETF (JHMM) position steady in Q4 2021 at 477 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Carroll Financial Associates first reported a position in JHMM in Q4 2019 and has held it in 6 quarters since. The position peaked at $728K in Q4 2019. 146 funds tracked by Wall St. Rank hold JHMM as of Q4 2021.

Carroll Financial Associates held 477 shares of John Hancock Multifactor Mid Cap ETF worth $26K as of Q4 2021.
Carroll Financial Associates left its John Hancock Multifactor Mid Cap ETF share count unchanged in Q4 2021.
John Hancock Multifactor Mid Cap ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #903 holding.
Carroll Financial Associates first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2019 and has held it in 6 quarters since.
Carroll Financial Associates's John Hancock Multifactor Mid Cap ETF position peaked at $728K in Q4 2019.
146 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.