IWP
JHMI

IAG Wealth Partners’s John Hancock Multifactor Industrials ETF JHMI Stock Holding History

IAG Wealth Partners’s Portfolio JHMI Stock Details JHMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-150
Closed -$8K – 501
2022
Q1 		$8K Hold
150
– – ﹤0.01% 322
2021
Q4 		$8K Hold
150
– – ﹤0.01% 324
2021
Q3 		$8K Buy
+150
New +$7.86K ﹤0.01% 291

Other funds holding JHMI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BAM
Bellevue Asset Management Bellevue, Washington $217M AUM 14.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

IAG Wealth Partners's JHMI Position: Q2 2022 in Review

IAG Wealth Partners sold out of John Hancock Multifactor Industrials ETF (JHMI) in Q2 2022, closing a stake of 150 shares — an estimated $8K sold.

IAG Wealth Partners first reported a position in JHMI in Q3 2021 and held it in 3 quarters. The position peaked at $8K in Q1 2022. 12 funds tracked by Wall St. Rank hold JHMI as of Q2 2022.

  • IAG Wealth Partners reported no remaining John Hancock Multifactor Industrials ETF position as of Q2 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 150 John Hancock Multifactor Industrials ETF shares in Q2 2022, an estimated $8K.
  • IAG Wealth Partners first reported a position in John Hancock Multifactor Industrials ETF in Q3 2021 and held it in 3 quarters.
  • IAG Wealth Partners's John Hancock Multifactor Industrials ETF position peaked at $8K in Q1 2022.
  • 12 funds tracked by Wall St. Rank held John Hancock Multifactor Industrials ETF as of Q2 2022.

Based on IAG Wealth Partners's 13F filing for Q2 2022, filed 3 Aug 2022.