Evensky & Katz’s John Hancock Multifactor Emerging Markets ETF JHEM Stock Holding History

Evensky & Katz’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
2026 Q1	$1.01M	Sell	29,371 -250	-0.8%	-$8.8K	0.06%	52
2025 Q4	$975K	Sell	29,621 -1,462	-5%	-$47.5K	0.06%	53
2025 Q3	$984K	Hold	31,083	–	–	0.06%	52
2025 Q2	$907K	Buy	31,083 +297	+1%	+$8.14K	0.06%	53
2025 Q1	$821K	Sell	30,786 -1,205	-4%	-$31.9K	0.06%	54
2024 Q4	$827K	Buy	31,991 +222	+0.7%	+$6.08K	0.05%	56
2024 Q3	$909K	Hold	31,769	–	–	0.06%	55
2024 Q2	$849K	Buy	31,769 +438	+1%	+$11.6K	0.06%	57
2024 Q1	$812K	Buy	31,331 +86	+0.3%	+$2.17K	0.06%	57
2023 Q4	$795K	Sell	31,245 -19,792	-39%	-$478K	0.06%	56
2023 Q3	$1.21M	Buy	51,037 +427	+0.8%	+$10.5K	0.1%	45
2023 Q2	$1.25M	Sell	50,610 -804	-2%	-$19.6K	0.09%	47
2023 Q1	$1.25M	Buy	51,414 +628	+1%	+$15.3K	0.1%	47
2022 Q4	$1.18M	Sell	50,786 -1	-0%	-$23	0.11%	48
2022 Q3	$1.1M	Sell	50,787 -2,478	-5%	-$59.5K	0.13%	45
2022 Q2	$1.3M	Buy	53,265 +5	+0%	+$129	0.15%	41
2022 Q1	$1.47M	Hold	53,260	–	–	0.15%	40
2021 Q4	$1.55M	Buy	53,260 +612	+1%	+$18.2K	0.15%	41
2021 Q3	$1.56M	Buy	52,648 +247	+0.5%	+$7.5K	0.16%	38
2021 Q2	$1.66M	Buy	52,401 +5	+0%	+$157	0.17%	37
2021 Q1	$1.6M	Buy	52,396 +1	+0%	+$31	0.18%	36
2020 Q4	$1.53M	Buy	52,395 +341	+0.7%	+$9.18K	0.19%	35
2020 Q3	$1.28M	Buy	52,054 +389	+0.8%	+$9.58K	0.17%	38
2020 Q2	$1.17M	Buy	51,665 +19,360	+60%	+$417K	0.17%	39
2020 Q1	$639K	Buy	32,305 +18,323	+131%	+$442K	0.1%	48
2019 Q4	$373K	Sell	13,982 -23,273	-62%	-$594K	0.05%	56
2019 Q3	$910K	Buy	37,255 +92	+0.2%	+$2.27K	0.12%	55
2019 Q2	$952K	Buy	37,163 +141	+0.4%	+$3.57K	0.13%	54
2019 Q1	$945K	Sell	37,022 -10,385	-22%	-$260K	0.13%	52
2018 Q4	$1.1M	Buy	+47,407	New	+$1.12M	0.18%	38

Other funds holding JHEM

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

PCA

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Evensky & Katz's JHEM Position: Q1 2026 in Review

Evensky & Katz reduced its John Hancock Multifactor Emerging Markets ETF (JHEM) stake by 0.84% in Q1 2026, selling an estimated $8.8K and leaving 29,371 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #52.

Evensky & Katz first reported a position in JHEM in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.66M in Q2 2021. 46 funds tracked by Wall St. Rank hold JHEM as of Q1 2026.

Evensky & Katz held 29,371 shares of John Hancock Multifactor Emerging Markets ETF worth $1.01M as of Q1 2026.
Evensky & Katz sold 250 John Hancock Multifactor Emerging Markets ETF shares in Q1 2026, an estimated $8.8K.
John Hancock Multifactor Emerging Markets ETF made up 0.06% of Evensky & Katz's portfolio in Q1 2026, its #52 holding.
Evensky & Katz first reported a position in John Hancock Multifactor Emerging Markets ETF in Q4 2018 and has held it in 30 quarters since.
Evensky & Katz's John Hancock Multifactor Emerging Markets ETF position peaked at $1.66M in Q2 2021.
46 funds tracked by Wall St. Rank held John Hancock Multifactor Emerging Markets ETF as of Q1 2026.

Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.