Eldridge Investment Advisors’s John Hancock Multifactor Emerging Markets ETF JHEM Stock Holding History

Eldridge Investment Advisors’s Portfolio JHEM Stock Details JHEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-17,959	Closed	-$439K	–	135
2022 Q2	$439K	Sell	17,959 -1,500	-8%	-$38.7K	0.17%	79
2022 Q1	$537K	Buy	19,459 +500	+3%	+$14.2K	0.18%	71
2021 Q4	$551K	Sell	18,959 -96	-0.5%	-$2.85K	0.18%	71
2021 Q3	$564K	Hold	19,055	–	–	0.2%	67
2021 Q2	$604K	Buy	19,055 +1,160	+6%	+$36.3K	0.22%	64
2021 Q1	$548K	Hold	17,895	–	–	0.21%	65
2020 Q4	$523K	Sell	17,895 -783	-4%	-$21.1K	0.22%	59
2020 Q3	$459K	Sell	18,678 -3,173	-15%	-$78.1K	0.22%	57
2020 Q2	$496K	Sell	21,851 -5,464	-20%	-$118K	0.25%	57
2020 Q1	$541K	Sell	27,315 -14,218	-34%	-$343K	0.31%	48
2019 Q4	$1.11M	Sell	41,533 -311	-0.7%	-$7.93K	0.54%	33
2019 Q3	$1.02M	Sell	41,844 -4,326	-9%	-$106K	0.53%	32
2019 Q2	$1.18M	Sell	46,170 -423	-0.9%	-$10.7K	0.63%	28
2019 Q1	$1.19M	Sell	46,593 -133	-0.3%	-$3.33K	0.64%	29
2018 Q4	$1.08M	Buy	+46,726	New	+$1.1M	0.67%	28

Other funds holding JHEM

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

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

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

PWMG

Provence Wealth Management Group Irvine, California $186M AUM 38.63% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Eldridge Investment Advisors's JHEM Position: Q3 2022 in Review

Eldridge Investment Advisors sold out of John Hancock Multifactor Emerging Markets ETF (JHEM) in Q3 2022, closing a stake of 17,959 shares — an estimated $439K sold.

Eldridge Investment Advisors first reported a position in JHEM in Q4 2018 and held it in 15 quarters. The position peaked at $1.19M in Q1 2019. 32 funds tracked by Wall St. Rank hold JHEM as of Q3 2022.

Eldridge Investment Advisors reported no remaining John Hancock Multifactor Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Eldridge Investment Advisors sold 17,959 John Hancock Multifactor Emerging Markets ETF shares in Q3 2022, an estimated $439K.
Eldridge Investment Advisors first reported a position in John Hancock Multifactor Emerging Markets ETF in Q4 2018 and held it in 15 quarters.
Eldridge Investment Advisors's John Hancock Multifactor Emerging Markets ETF position peaked at $1.19M in Q1 2019.
32 funds tracked by Wall St. Rank held John Hancock Multifactor Emerging Markets ETF as of Q3 2022.

Based on Eldridge Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.