Keel Point’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

Keel Point’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 Q4	–	Sell	-52,175	Closed	-$1.47M	–	302
2022 Q3	$1.47M	Sell	52,175 -2,100	-4%	-$64.8K	0.25%	74
2022 Q2	$1.77M	Sell	54,275 -1,958	-3%	-$62K	0.28%	68
2022 Q1	$1.93M	Buy	56,233 +13,195	+31%	+$448K	0.29%	65
2021 Q4	$1.56M	Sell	43,038 -6,256	-13%	-$226K	0.18%	84
2021 Q3	$1.7M	Sell	49,294 -17,148	-26%	-$596K	0.22%	82
2021 Q2	$2.32M	Sell	66,442 -44,926	-40%	-$1.57M	0.26%	75
2021 Q1	$3.77M	Sell	111,368 -28,772	-21%	-$954K	0.37%	43
2020 Q4	$4.3M	Sell	140,140 -43,142	-24%	-$1.21M	0.38%	40
2020 Q3	$4.47M	Buy	183,282 +5,440	+3%	+$134K	0.41%	35
2020 Q2	$4.19M	Buy	177,842 +68,613	+63%	+$1.51M	0.43%	30
2020 Q1	$2.08M	Buy	+109,229	New	+$2.75M	0.27%	41

Other funds holding JHSC

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

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

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Keel Point's JHSC Position: Q4 2022 in Review

Keel Point sold out of John Hancock Multifactor Small Cap ETF (JHSC) in Q4 2022, closing a stake of 52,175 shares — an estimated $1.47M sold.

Keel Point first reported a position in JHSC in Q1 2020 and held it in 11 quarters. The position peaked at $4.47M in Q3 2020. 49 funds tracked by Wall St. Rank hold JHSC as of Q4 2022.

Keel Point reported no remaining John Hancock Multifactor Small Cap ETF position as of Q4 2022 after selling out during the quarter.
Keel Point sold 52,175 John Hancock Multifactor Small Cap ETF shares in Q4 2022, an estimated $1.47M.
Keel Point first reported a position in John Hancock Multifactor Small Cap ETF in Q1 2020 and held it in 11 quarters.
Keel Point's John Hancock Multifactor Small Cap ETF position peaked at $4.47M in Q3 2020.
49 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q4 2022.

Based on Keel Point's 13F filing for Q4 2022, filed 17 Jan 2023.