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Dynamic Advisor Solutions’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

Dynamic Advisor Solutions’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
2024
Q2 		– Sell
-7,941
Closed -$306K – 970
2024
Q1 		$306K Buy
7,941
+245
+3% +$8.91K 0.01% 753
2023
Q4 		$272K Sell
7,696
-3,668
-32% -$121K 0.01% 748
2023
Q3 		$366K Sell
11,364
-193
-2% -$6.48K 0.02% 605
2023
Q2 		$387K Sell
11,557
-60,362
-84% -$1.92M 0.02% 571
2023
Q1 		$2.29M Buy
71,919
+2,448
+4% +$79.2K 0.13% 196
2022
Q4 		$2.13M Sell
69,471
-7,362
-10% -$227K 0.15% 167
2022
Q3 		$2.16M Buy
76,833
+13,794
+22% +$426K 0.16% 144
2022
Q2 		$1.84M Buy
63,039
+7,297
+13% +$231K 0.14% 166
2022
Q1 		$1.91M Buy
55,742
+13,248
+31% +$450K 0.13% 166
2021
Q4 		$1.54M Sell
42,494
-3,326
-7% -$120K 0.11% 200
2021
Q3 		$1.58M Buy
45,820
+5,170
+13% +$180K 0.12% 201
2021
Q2 		$1.42M Buy
40,650
+6,119
+18% +$214K 0.11% 211
2021
Q1 		$1.17M Buy
34,531
+1,090
+3% +$36.2K 0.11% 227
2020
Q4 		$1.02M Buy
33,441
+8,272
+33% +$231K 0.1% 235
2020
Q3 		$614K Buy
25,169
+3,682
+17% +$90.7K 0.07% 275
2020
Q2 		$506K Sell
21,487
-784
-4% -$17.2K 0.07% 276
2020
Q1 		$423K Sell
22,271
-5,821
-21% -$147K 0.08% 269
2019
Q4 		$782K Buy
28,092
+9,476
+51% +$256K 0.11% 230
2019
Q3 		$487K Buy
18,616
+1,153
+7% +$30K 0.08% 280
2019
Q2 		$461K Sell
17,463
-4,081
-19% -$107K 0.07% 279
2019
Q1 		$558K Buy
21,544
+4,559
+27% +$116K 0.11% 206
2018
Q4 		$423K Buy
+16,985
New +$427K 0.09% 232

Other funds holding JHSC

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Dynamic Advisor Solutions's JHSC Position: Q2 2024 in Review

Dynamic Advisor Solutions sold out of John Hancock Multifactor Small Cap ETF (JHSC) in Q2 2024, closing a stake of 7,941 shares — an estimated $306K sold.

Dynamic Advisor Solutions first reported a position in JHSC in Q4 2018 and held it in 22 quarters. The position peaked at $2.29M in Q1 2023. 58 funds tracked by Wall St. Rank hold JHSC as of Q2 2024.

  • Dynamic Advisor Solutions reported no remaining John Hancock Multifactor Small Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 7,941 John Hancock Multifactor Small Cap ETF shares in Q2 2024, an estimated $306K.
  • Dynamic Advisor Solutions first reported a position in John Hancock Multifactor Small Cap ETF in Q4 2018 and held it in 22 quarters.
  • Dynamic Advisor Solutions's John Hancock Multifactor Small Cap ETF position peaked at $2.29M in Q1 2023.
  • 58 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q2 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2024, filed 15 Jul 2024.