Marshall & Sterling Wealth Advisors’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

Marshall & Sterling 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
2026 Q2	$22.2K	Buy	457 +1	+0.2%	+$46	0.01%	201
2026 Q1	$19.5K	Hold	456	–	–	0.01%	200
2025 Q4	$19.1K	Sell	456 -289	-39%	-$12.1K	0.01%	198
2025 Q3	$31.2K	Sell	745 -345	-32%	-$14.1K	0.02%	220
2025 Q2	$42.5K	Buy	1,090 +2	+0.2%	+$74	0.03%	184
2025 Q1	$40.5K	Hold	1,088	–	–	0.03%	180
2024 Q4	$43.2K	Buy	+1,088	New	+$44.8K	0.03%	139

Other funds holding JHSC

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's JHSC Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its John Hancock Multifactor Small Cap ETF (JHSC) stake by 0.22% in Q2 2026, buying an estimated $46 and bringing the position to 457 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #201.

Marshall & Sterling Wealth Advisors first reported a position in JHSC in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.2K in Q4 2024. 86 funds tracked by Wall St. Rank hold JHSC as of Q2 2026.

Marshall & Sterling Wealth Advisors held 457 shares of John Hancock Multifactor Small Cap ETF worth $22.2K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 1 John Hancock Multifactor Small Cap ETF share in Q2 2026, an estimated $46.
John Hancock Multifactor Small Cap ETF made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #201 holding.
Marshall & Sterling Wealth Advisors first reported a position in John Hancock Multifactor Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's John Hancock Multifactor Small Cap ETF position peaked at $43.2K in Q4 2024.
86 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.