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 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 $116B AUM 26.37% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

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

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

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

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

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

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

Marshall & Sterling Wealth Advisors's JHSC Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors held its John Hancock Multifactor Small Cap ETF (JHSC) position steady in Q1 2026 at 456 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #200.

Marshall & Sterling Wealth Advisors first reported a position in JHSC in Q4 2024 and has held it in 6 quarters since. The position peaked at $43.2K in Q4 2024. 80 funds tracked by Wall St. Rank hold JHSC as of Q1 2026.

Marshall & Sterling Wealth Advisors held 456 shares of John Hancock Multifactor Small Cap ETF worth $19.5K as of Q1 2026.
Marshall & Sterling Wealth Advisors left its John Hancock Multifactor Small Cap ETF share count unchanged in Q1 2026.
John Hancock Multifactor Small Cap ETF made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #200 holding.
Marshall & Sterling Wealth Advisors first reported a position in John Hancock Multifactor Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
Marshall & Sterling Wealth Advisors's John Hancock Multifactor Small Cap ETF position peaked at $43.2K in Q4 2024.
80 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.