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Impact Partnership Wealth’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Impact Partnership Wealth’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
-350
Closed -$17.4K – 1124
2023
Q2 		$17.4K Buy
+350
New +$16.6K 0.01% 360

Other funds holding JHMM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Wells Fargo
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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Impact Partnership Wealth's JHMM Position: Q3 2023 in Review

Impact Partnership Wealth sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q3 2023, closing a stake of 350 shares — an estimated $17.4K sold.

Impact Partnership Wealth first reported a position in JHMM in Q2 2023 and held it in 1 quarter. The position peaked at $17.4K in Q2 2023. 191 funds tracked by Wall St. Rank hold JHMM as of Q3 2023.

  • Impact Partnership Wealth reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 350 John Hancock Multifactor Mid Cap ETF shares in Q3 2023, an estimated $17.4K.
  • Impact Partnership Wealth first reported a position in John Hancock Multifactor Mid Cap ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's John Hancock Multifactor Mid Cap ETF position peaked at $17.4K in Q2 2023.
  • 191 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.