Mariner Independent Advisor Network’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Mariner Independent Advisor Network’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
2022 Q2	–	Sell	-37,926	Closed	-$2M	–	570
2022 Q1	$2M	Buy	37,926 +11,319	+43%	+$589K	0.08%	258
2021 Q4	$1.47M	Buy	26,607 +487	+2%	+$26.6K	0.07%	279
2021 Q3	$1.35M	Sell	26,120 -23,211	-47%	-$1.22M	0.07%	288
2021 Q2	$2.56M	Buy	+49,331	New	+$2.53M	0.12%	200

Other funds holding JHMM

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Mariner Independent Advisor Network's JHMM Position: Q2 2022 in Review

Mariner Independent Advisor Network sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q2 2022, closing a stake of 37,926 shares — an estimated $2M sold.

Mariner Independent Advisor Network first reported a position in JHMM in Q2 2021 and held it in 4 quarters. The position peaked at $2.56M in Q2 2021. 152 funds tracked by Wall St. Rank hold JHMM as of Q2 2022.

Mariner Independent Advisor Network reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q2 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 37,926 John Hancock Multifactor Mid Cap ETF shares in Q2 2022, an estimated $2M.
Mariner Independent Advisor Network first reported a position in John Hancock Multifactor Mid Cap ETF in Q2 2021 and held it in 4 quarters.
Mariner Independent Advisor Network's John Hancock Multifactor Mid Cap ETF position peaked at $2.56M in Q2 2021.
152 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2022, filed 12 Aug 2022.