Granite Bay Wealth Management’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

Granite Bay Wealth Management’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
2024 Q2	–	Sell	-12,650	Closed	-$487K	–	76
2024 Q1	$487K	Sell	12,650 -1,045,155	-99%	-$38M	0.28%	48
2023 Q4	$34.9M	Buy	1,057,805 +159,079	+18%	+$5.23M	0.31%	39
2023 Q3	$30.2M	Buy	898,726 +885,189	+6,539%	+$29.7M	0.3%	45
2023 Q2	$453K	Sell	13,537 -32,900	-71%	-$1.05M	0.42%	32
2023 Q1	$1.48M	Buy	46,437 +5,216	+13%	+$169K	1.03%	20
2022 Q4	$1.26M	Sell	41,221 -696	-2%	-$21.5K	0.82%	18
2022 Q3	$1.18M	Sell	41,917 -612	-1%	-$18.9K	0.95%	15
2022 Q2	$1.24M	Buy	42,529 +1,782	+4%	+$56.4K	0.96%	15
2022 Q1	$1.4M	Buy	+40,747	New	+$1.38M	1.13%	16

Other funds holding JHSC

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

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

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

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

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

Granite Bay Wealth Management's JHSC Position: Q2 2024 in Review

Granite Bay Wealth Management sold out of John Hancock Multifactor Small Cap ETF (JHSC) in Q2 2024, closing a stake of 12,650 shares — an estimated $487K sold.

Granite Bay Wealth Management first reported a position in JHSC in Q1 2022 and held it in 9 quarters. The position peaked at $34.9M in Q4 2023. 58 funds tracked by Wall St. Rank hold JHSC as of Q2 2024.

Granite Bay Wealth Management reported no remaining John Hancock Multifactor Small Cap ETF position as of Q2 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 12,650 John Hancock Multifactor Small Cap ETF shares in Q2 2024, an estimated $487K.
Granite Bay Wealth Management first reported a position in John Hancock Multifactor Small Cap ETF in Q1 2022 and held it in 9 quarters.
Granite Bay Wealth Management's John Hancock Multifactor Small Cap ETF position peaked at $34.9M in Q4 2023.
58 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q2 2024.

Based on Granite Bay Wealth Management's 13F filing for Q2 2024, filed 15 Jul 2024.