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JFS Wealth Advisors’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

JFS Wealth Advisors’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
2022
Q3 		– Sell
-25
Closed -$1K – 1821
2022
Q2 		$1K Buy
+25
New +$791 ﹤0.01% 1556

Other funds holding JHSC

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return

JFS Wealth Advisors's JHSC Position: Q3 2022 in Review

JFS Wealth Advisors sold out of John Hancock Multifactor Small Cap ETF (JHSC) in Q3 2022, closing a stake of 25 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in JHSC in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 48 funds tracked by Wall St. Rank hold JHSC as of Q3 2022.

  • JFS Wealth Advisors reported no remaining John Hancock Multifactor Small Cap ETF position as of Q3 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 25 John Hancock Multifactor Small Cap ETF shares in Q3 2022, an estimated $1K.
  • JFS Wealth Advisors first reported a position in John Hancock Multifactor Small Cap ETF in Q2 2022 and held it in 1 quarter.
  • JFS Wealth Advisors's John Hancock Multifactor Small Cap ETF position peaked at $1K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q3 2022.

Based on JFS Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.