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Ellevest Inc’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Ellevest Inc’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
2022
Q4 		– Sell
-21,796
Closed -$929K – 1908
2022
Q3 		$929K Buy
+21,796
New +$1.02M 0.09% 53

Other funds holding JHMM

Manulife (Manufacturers Life Insurance)
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Ameriprise
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ellevest Inc's JHMM Position: Q4 2022 in Review

Ellevest Inc sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q4 2022, closing a stake of 21,796 shares — an estimated $929K sold.

Ellevest Inc first reported a position in JHMM in Q3 2022 and held it in 1 quarter. The position peaked at $929K in Q3 2022. 177 funds tracked by Wall St. Rank hold JHMM as of Q4 2022.

  • Ellevest Inc reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Ellevest Inc sold 21,796 John Hancock Multifactor Mid Cap ETF shares in Q4 2022, an estimated $929K.
  • Ellevest Inc first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2022 and held it in 1 quarter.
  • Ellevest Inc's John Hancock Multifactor Mid Cap ETF position peaked at $929K in Q3 2022.
  • 177 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q4 2022.

Based on Ellevest Inc's 13F filing for Q4 2022, filed 3 Feb 2023.