Envestnet Asset Management’s John Hancock Multifactor Consumer Staples ETF JHMS Stock Holding History

Envestnet Asset Management’s Portfolio JHMS Stock Details JHMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-8,363	Closed	-$316K	–	4149
2022 Q1	$316K	Buy	8,363 +275	+3%	+$10.1K	﹤0.01%	3422
2021 Q4	$300K	Sell	8,088 -140	-2%	-$4.94K	﹤0.01%	3417
2021 Q3	$278K	Buy	+8,228	New	+$285K	﹤0.01%	3336
2020 Q1	–	Sell	-11,750	Closed	-$353K	–	3235
2019 Q4	$353K	Sell	11,750 -882	-7%	-$25.8K	﹤0.01%	2661
2019 Q3	$368K	Sell	12,632 -5,680	-31%	-$162K	﹤0.01%	2541
2019 Q2	$505K	Sell	18,312 -2,045	-10%	-$56.5K	﹤0.01%	2406
2019 Q1	$555K	Buy	+20,357	New	+$527K	﹤0.01%	2283
2018 Q4	–	Sell	-9,366	Closed	-$251K	–	2935
2018 Q3	$251K	Buy	+9,366	New	+$250K	﹤0.01%	1084

Other funds holding JHMS

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Envestnet Asset Management's JHMS Position: Q2 2022 in Review

Envestnet Asset Management sold out of John Hancock Multifactor Consumer Staples ETF (JHMS) in Q2 2022, closing a stake of 8,363 shares — an estimated $316K sold.

Envestnet Asset Management first reported a position in JHMS in Q3 2018 and held it in 8 quarters. The position peaked at $555K in Q1 2019. 17 funds tracked by Wall St. Rank hold JHMS as of Q2 2022.

Envestnet Asset Management reported no remaining John Hancock Multifactor Consumer Staples ETF position as of Q2 2022 after selling out during the quarter.
Envestnet Asset Management sold 8,363 John Hancock Multifactor Consumer Staples ETF shares in Q2 2022, an estimated $316K.
Envestnet Asset Management first reported a position in John Hancock Multifactor Consumer Staples ETF in Q3 2018 and held it in 8 quarters.
Envestnet Asset Management's John Hancock Multifactor Consumer Staples ETF position peaked at $555K in Q1 2019.
17 funds tracked by Wall St. Rank held John Hancock Multifactor Consumer Staples ETF as of Q2 2022.

Based on Envestnet Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.