Merriman Wealth Management’s John Hancock Multifactor Emerging Markets ETF JHEM Stock Holding History

Merriman Wealth Management’s Portfolio JHEM Stock Details JHEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-70,555	Closed	-$2.02M	–	219
2024 Q3	$2.02M	Sell	70,555 -2,453	-3%	-$66.4K	0.08%	77
2024 Q2	$1.95M	Sell	73,008 -996	-1%	-$26.4K	0.09%	75
2024 Q1	$1.92M	Sell	74,004 -245	-0.3%	-$6.17K	0.09%	75
2023 Q4	$1.89M	Buy	+74,249	New	+$1.79M	0.09%	78

Other funds holding JHEM

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

BAS

Brueske Advisory Services Bellevue, Washington $183M AUM 12.98% 1-Year Est. Return

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Merriman Wealth Management's JHEM Position: Q4 2024 in Review

Merriman Wealth Management sold out of John Hancock Multifactor Emerging Markets ETF (JHEM) in Q4 2024, closing a stake of 70,555 shares — an estimated $2.02M sold.

Merriman Wealth Management first reported a position in JHEM in Q4 2023 and held it in 4 quarters. The position peaked at $2.02M in Q3 2024. 39 funds tracked by Wall St. Rank hold JHEM as of Q4 2024.

Merriman Wealth Management reported no remaining John Hancock Multifactor Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
Merriman Wealth Management sold 70,555 John Hancock Multifactor Emerging Markets ETF shares in Q4 2024, an estimated $2.02M.
Merriman Wealth Management first reported a position in John Hancock Multifactor Emerging Markets ETF in Q4 2023 and held it in 4 quarters.
Merriman Wealth Management's John Hancock Multifactor Emerging Markets ETF position peaked at $2.02M in Q3 2024.
39 funds tracked by Wall St. Rank held John Hancock Multifactor Emerging Markets ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.