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Evensky & Katz’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

Evensky & Katz’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
Q1 		$1.84M Sell
42,829
-1,000
-2% -$44.4K 0.1% 46
2025
Q4 		$1.84M Buy
43,829
+153
+0.4% +$6.42K 0.1% 45
2025
Q3 		$1.83M Hold
43,676
– – 0.11% 45
2025
Q2 		$1.71M Buy
43,676
+195
+0.4% +$7.22K 0.1% 46
2025
Q1 		$1.62M Sell
43,481
-1,721
-4% -$68.2K 0.11% 46
2024
Q4 		$1.8M Buy
45,202
+133
+0.3% +$5.48K 0.12% 44
2024
Q3 		$1.81M Hold
45,069
– – 0.12% 45
2024
Q2 		$1.67M Buy
45,069
+164
+0.4% +$6.08K 0.12% 45
2024
Q1 		$1.73M Sell
44,905
-301
-0.7% -$10.9K 0.12% 45
2023
Q4 		$1.65M Hold
45,206
– – 0.12% 44
2023
Q3 		$1.45M Buy
45,206
+189
+0.4% +$6.35K 0.12% 42
2023
Q2 		$1.51M Hold
45,017
– – 0.11% 43
2023
Q1 		$1.44M Buy
45,017
+365
+0.8% +$11.8K 0.12% 42
2022
Q4 		$1.37M Hold
44,652
– – 0.12% 45
2022
Q3 		$1.25M Buy
44,652
+144
+0.3% +$4.45K 0.15% 44
2022
Q2 		$1.3M Hold
44,508
– – 0.15% 42
2022
Q1 		$1.53M Sell
44,508
-2,020
-4% -$68.7K 0.15% 39
2021
Q4 		$1.69M Buy
46,528
+283
+0.6% +$10.2K 0.16% 40
2021
Q3 		$1.6M Buy
46,245
+223
+0.5% +$7.75K 0.17% 37
2021
Q2 		$1.6M Sell
46,022
-1,121
-2% -$39.2K 0.16% 38
2021
Q1 		$1.6M Sell
47,143
-3,872
-8% -$128K 0.18% 37
2020
Q4 		$1.56M Sell
51,015
-153
-0.3% -$4.28K 0.19% 33
2020
Q3 		$1.25M Buy
51,168
+273
+0.5% +$6.72K 0.17% 39
2020
Q2 		$1.2M Sell
50,895
-4,759
-9% -$104K 0.17% 38
2020
Q1 		$1.06M Sell
55,654
-85,009
-60% -$2.14M 0.17% 42
2019
Q4 		$3.91M Buy
140,663
+216
+0.2% +$5.83K 0.54% 24
2019
Q3 		$3.67M Buy
140,447
+71,461
+104% +$1.86M 0.5% 27
2019
Q2 		$1.82M Buy
68,986
+38,320
+125% +$1M 0.25% 38
2019
Q1 		$794K Buy
+30,666
New +$778K 0.11% 56

Other funds holding JHSC

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Evensky & Katz reduced its John Hancock Multifactor Small Cap ETF (JHSC) stake by 2.3% in Q1 2026, selling an estimated $44.4K and leaving 42,829 shares worth $1.84M. The position accounts for 0.1% of the portfolio, ranked #46.

Evensky & Katz first reported a position in JHSC in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.91M in Q4 2019. 80 funds tracked by Wall St. Rank hold JHSC as of Q1 2026.

  • Evensky & Katz held 42,829 shares of John Hancock Multifactor Small Cap ETF worth $1.84M as of Q1 2026.
  • Evensky & Katz sold 1,000 John Hancock Multifactor Small Cap ETF shares in Q1 2026, an estimated $44.4K.
  • John Hancock Multifactor Small Cap ETF made up 0.1% of Evensky & Katz's portfolio in Q1 2026, its #46 holding.
  • Evensky & Katz first reported a position in John Hancock Multifactor Small Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • Evensky & Katz's John Hancock Multifactor Small Cap ETF position peaked at $3.91M in Q4 2019.
  • 80 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q1 2026.

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