Carson Wealth (CWM LLC)’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JHSC Stock Details JHSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$107K	Hold	2,483	–	–	﹤0.01%	3211
2025 Q4	$104K	Buy	2,483 +4	+0.2%	+$168	﹤0.01%	3032
2025 Q3	$104K	Sell	2,479 -521	-17%	-$21.2K	﹤0.01%	2960
2025 Q2	$117K	Buy	3,000 +60	+2%	+$2.22K	﹤0.01%	2582
2025 Q1	$110K	Sell	2,940 -775	-21%	-$30.7K	﹤0.01%	2360
2024 Q4	$148K	Buy	+3,715	New	+$153K	﹤0.01%	2029

Other funds holding JHSC

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JHSC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its John Hancock Multifactor Small Cap ETF (JHSC) position steady in Q1 2026 at 2,483 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #3211.

Carson Wealth (CWM LLC) first reported a position in JHSC in Q4 2024 and has held it in 6 quarters since. The position peaked at $148K in Q4 2024. 80 funds tracked by Wall St. Rank hold JHSC as of Q1 2026.

Carson Wealth (CWM LLC) held 2,483 shares of John Hancock Multifactor Small Cap ETF worth $107K as of Q1 2026.
Carson Wealth (CWM LLC) left its John Hancock Multifactor Small Cap ETF share count unchanged in Q1 2026.
John Hancock Multifactor Small Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3211 holding.
Carson Wealth (CWM LLC) first reported a position in John Hancock Multifactor Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
Carson Wealth (CWM LLC)'s John Hancock Multifactor Small Cap ETF position peaked at $148K in Q4 2024.
80 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.