Money Concepts Capital’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-718	Closed	-$33.4K	–	1761
2022 Q4	$33.4K	Buy	718 +418	+139%	+$19.4K	﹤0.01%	1415
2022 Q3	$13K	Hold	300	–	–	﹤0.01%	1005
2022 Q2	$13K	Sell	300 -504	-63%	-$24.4K	﹤0.01%	978
2022 Q1	$42K	Buy	+804	New	+$41.8K	﹤0.01%	1307

Other funds holding JHMM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

PAG

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

Money Concepts Capital's JHMM Position: Q1 2023 in Review

Money Concepts Capital sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q1 2023, closing a stake of 718 shares — an estimated $33.4K sold.

Money Concepts Capital first reported a position in JHMM in Q1 2022 and held it in 4 quarters. The position peaked at $42K in Q1 2022. 180 funds tracked by Wall St. Rank hold JHMM as of Q1 2023.

Money Concepts Capital reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 718 John Hancock Multifactor Mid Cap ETF shares in Q1 2023, an estimated $33.4K.
Money Concepts Capital first reported a position in John Hancock Multifactor Mid Cap ETF in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's John Hancock Multifactor Mid Cap ETF position peaked at $42K in Q1 2022.
180 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.