Next Financial Group’s John Hancock Multifactor Consumer Discretionary ETF JHMC Stock Holding History

Next Financial Group’s Portfolio JHMC Stock Details JHMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$13K	Sell	236 -9	-4%	-$500	﹤0.01%	2097
2021 Q3	$13K	Sell	245 -6	-2%	-$318	﹤0.01%	1972
2021 Q2	$13K	Sell	251 -19	-7%	-$979	﹤0.01%	1907
2021 Q1	$14K	Sell	270 -18	-6%	-$874	﹤0.01%	1783
2020 Q4	$13K	Sell	288 -29	-9%	-$1.23K	﹤0.01%	1694
2020 Q3	$12K	Buy	+317	New	+$11.8K	﹤0.01%	1590
2020 Q2	–	Sell	-405	Closed	-$10K	–	2161
2020 Q1	$10K	Buy	405 +43	+12%	+$1.41K	﹤0.01%	1541
2019 Q4	$13K	Sell	362 -12	-3%	-$414	﹤0.01%	1695
2019 Q3	$13K	Sell	374 -13	-3%	-$436	﹤0.01%	1628
2019 Q2	$13K	Buy	+387	New	+$12.8K	﹤0.01%	1621
2019 Q1	–	Sell	-1,447	Closed	-$41K	–	2306
2018 Q4	$41K	Buy	+1,447	New	+$44.2K	0.01%	868
2017 Q3	–	Sell	-531	Closed	-$15K	–	2055
2017 Q2	$15K	Buy	+531	New	+$14.8K	﹤0.01%	1197

Other funds holding JHMC

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

BAM

Bellevue Asset Management Bellevue, Washington $217M AUM 14.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Next Financial Group's JHMC Position: Q4 2021 in Review

Next Financial Group reduced its John Hancock Multifactor Consumer Discretionary ETF (JHMC) stake by 3.7% in Q4 2021, selling an estimated $500 and leaving 236 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Next Financial Group first reported a position in JHMC in Q2 2017 and has held it in 12 quarters since. The position peaked at $41K in Q4 2018. 19 funds tracked by Wall St. Rank hold JHMC as of Q4 2021.

Next Financial Group held 236 shares of John Hancock Multifactor Consumer Discretionary ETF worth $13K as of Q4 2021.
Next Financial Group sold 9 John Hancock Multifactor Consumer Discretionary ETF shares in Q4 2021, an estimated $500.
John Hancock Multifactor Consumer Discretionary ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2097 holding.
Next Financial Group first reported a position in John Hancock Multifactor Consumer Discretionary ETF in Q2 2017 and has held it in 12 quarters since.
Next Financial Group's John Hancock Multifactor Consumer Discretionary ETF position peaked at $41K in Q4 2018.
19 funds tracked by Wall St. Rank held John Hancock Multifactor Consumer Discretionary ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.