McClarren Financial Advisors’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

McClarren Financial Advisors’s Portfolio JHML Stock Details JHML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,638	Closed	-$135K	–	404
2023 Q1	$135K	Hold	2,638	–	–	0.12%	82
2022 Q4	$129K	Buy	+2,638	New	+$130K	0.12%	87
2021 Q3	–	Sell	-575	Closed	-$31K	–	310
2021 Q2	$31K	Buy	+575	New	+$30.7K	0.03%	150

Other funds holding JHML

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

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

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

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

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

HIF

Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

McClarren Financial Advisors's JHML Position: Q2 2023 in Review

McClarren Financial Advisors sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q2 2023, closing a stake of 2,638 shares — an estimated $135K sold.

McClarren Financial Advisors first reported a position in JHML in Q2 2021 and held it in 3 quarters. The position peaked at $135K in Q1 2023. 87 funds tracked by Wall St. Rank hold JHML as of Q2 2023.

McClarren Financial Advisors reported no remaining John Hancock Multifactor Large Cap ETF position as of Q2 2023 after selling out during the quarter.
McClarren Financial Advisors sold 2,638 John Hancock Multifactor Large Cap ETF shares in Q2 2023, an estimated $135K.
McClarren Financial Advisors first reported a position in John Hancock Multifactor Large Cap ETF in Q2 2021 and held it in 3 quarters.
McClarren Financial Advisors's John Hancock Multifactor Large Cap ETF position peaked at $135K in Q1 2023.
87 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.