IHT Wealth Management’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

IHT Wealth Management’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
2023 Q3	–	Sell	-16,102	Closed	-$800K	–	997
2023 Q2	$800K	Sell	16,102 -2,833	-15%	-$135K	0.04%	394
2023 Q1	$907K	Sell	18,935 -153,082	-89%	-$7.44M	0.05%	332
2022 Q4	$8.01M	Buy	172,017 +153,040	+806%	+$7.11M	0.5%	39
2022 Q3	$808K	Sell	18,977 -541	-3%	-$25.4K	0.06%	326
2022 Q2	$862K	Sell	19,518 -273	-1%	-$13.2K	0.08%	265
2022 Q1	$1.04M	Sell	19,791 -3,912	-17%	-$204K	0.08%	246
2021 Q4	$1.32M	Sell	23,703 -3,273	-12%	-$178K	0.1%	207
2021 Q3	$1.39M	Buy	26,976 +1,015	+4%	+$53.4K	0.11%	180
2021 Q2	$1.35M	Buy	+25,961	New	+$1.33M	0.09%	256
2018 Q2	–	Sell	-1,229	Closed	-$41K	–	915
2018 Q1	$41K	Hold	1,229	–	–	0.01%	743
2017 Q4	$43K	Hold	1,229	–	–	0.01%	740
2017 Q3	$40K	Buy	+1,229	New	+$38.6K	0.02%	584

Other funds holding JHMM

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

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

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

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

RJFSA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

IHT Wealth Management's JHMM Position: Q3 2023 in Review

IHT Wealth Management sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q3 2023, closing a stake of 16,102 shares — an estimated $800K sold.

IHT Wealth Management first reported a position in JHMM in Q3 2017 and held it in 12 quarters. The position peaked at $8.01M in Q4 2022. 191 funds tracked by Wall St. Rank hold JHMM as of Q3 2023.

IHT Wealth Management reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q3 2023 after selling out during the quarter.
IHT Wealth Management sold 16,102 John Hancock Multifactor Mid Cap ETF shares in Q3 2023, an estimated $800K.
IHT Wealth Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2017 and held it in 12 quarters.
IHT Wealth Management's John Hancock Multifactor Mid Cap ETF position peaked at $8.01M in Q4 2022.
191 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2023.

Based on IHT Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.