Fermata Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Fermata Advisors’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 Q3	–	Sell	-15,140	Closed	-$669K	–	143
2022 Q2	$669K	Sell	15,140 -1,182	-7%	-$57.2K	0.23%	87
2022 Q1	$858K	Buy	16,322 +200	+1%	+$10.4K	0.32%	70
2021 Q4	$896K	Buy	16,122 +163	+1%	+$8.89K	0.33%	64
2021 Q3	$825K	Sell	15,959 -296	-2%	-$15.6K	0.36%	51
2021 Q2	$843K	Buy	16,255 +3,606	+29%	+$185K	0.49%	48
2021 Q1	$619K	Buy	+12,649	New	+$602K	0.52%	38

Other funds holding JHMM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fermata Advisors's JHMM Position: Q3 2022 in Review

Fermata Advisors sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q3 2022, closing a stake of 15,140 shares — an estimated $669K sold.

Fermata Advisors first reported a position in JHMM in Q1 2021 and held it in 6 quarters. The position peaked at $896K in Q4 2021. 169 funds tracked by Wall St. Rank hold JHMM as of Q3 2022.

Fermata Advisors reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q3 2022 after selling out during the quarter.
Fermata Advisors sold 15,140 John Hancock Multifactor Mid Cap ETF shares in Q3 2022, an estimated $669K.
Fermata Advisors first reported a position in John Hancock Multifactor Mid Cap ETF in Q1 2021 and held it in 6 quarters.
Fermata Advisors's John Hancock Multifactor Mid Cap ETF position peaked at $896K in Q4 2021.
169 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2022.

Based on Fermata Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.