Enzi Wealth’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

Enzi Wealth’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 Q3	$238K	Hold	5,160	–	–	0.07%	73
2026 Q2	$248K	Hold	5,160	–	–	0.08%	65
2026 Q1	$221K	Hold	5,160	–	–	0.08%	66
2025 Q4	$229K	Hold	5,160	–	–	0.08%	69
2025 Q3	$214K	Sell	5,160 -280	-5%	-$11.4K	0.08%	67
2025 Q2	$218K	Buy	+5,440	New	+$201K	0.08%	67
2025 Q1	–	Sell	-5,440	Closed	-$227K	–	68
2024 Q4	$227K	Hold	5,440	–	–	0.09%	64
2024 Q3	$220K	Buy	+5,440	New	+$210K	0.09%	64
2024 Q2	–	Sell	-5,977	Closed	-$216K	–	64
2024 Q1	$216K	Sell	5,977 -2	-0%	-$73	0.1%	56
2023 Q4	$213K	Sell	5,979 -3,098	-34%	-$102K	0.1%	55
2023 Q3	$284K	Sell	9,077 -5,228	-37%	-$176K	0.15%	44
2023 Q2	$493K	Sell	14,305 -8,750	-38%	-$278K	0.25%	32
2023 Q1	$738K	Sell	23,055 -22,645	-50%	-$733K	0.38%	30
2022 Q4	$1.49M	Sell	45,700 -5,645	-11%	-$174K	0.71%	27
2022 Q3	$1.66M	Buy	+51,345	New	+$1.59M	0.81%	24

Other funds holding JHSC

SIM

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

CPIA

Cornell Pochily Investment Advisors Ithaca, New York $384M AUM 23% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Enzi Wealth's JHSC Position: Q3 2026 in Review

Enzi Wealth held its John Hancock Multifactor Small Cap ETF (JHSC) position steady in Q3 2026 at 5,160 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #73.

Enzi Wealth first reported a position in JHSC in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.66M in Q3 2022. 11 funds tracked by Wall St. Rank hold JHSC as of Q3 2026.

Enzi Wealth held 5,160 shares of John Hancock Multifactor Small Cap ETF worth $238K as of Q3 2026.
Enzi Wealth left its John Hancock Multifactor Small Cap ETF share count unchanged in Q3 2026.
John Hancock Multifactor Small Cap ETF made up 0.07% of Enzi Wealth's portfolio in Q3 2026, its #73 holding.
Enzi Wealth first reported a position in John Hancock Multifactor Small Cap ETF in Q3 2022 and has held it in 15 quarters since.
Enzi Wealth's John Hancock Multifactor Small Cap ETF position peaked at $1.66M in Q3 2022.
11 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.