Omega Financial Group’s John Hancock Multifactor Developed International ETF JHMD Stock Holding History

Omega Financial Group’s Portfolio JHMD Stock Details JHMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-12,056	Closed	-$313K	–	62
2020 Q2	$313K	Sell	12,056 -477	-4%	-$11.8K	0.2%	51
2020 Q1	$284K	Sell	12,533 -14,003	-53%	-$380K	0.22%	48
2019 Q4	$785K	Sell	26,536 -256	-1%	-$7.41K	0.52%	44
2019 Q3	$746K	Buy	26,792 +210	+0.8%	+$5.8K	0.52%	43
2019 Q2	$751K	Sell	26,582 -1,871	-7%	-$52.9K	0.55%	42
2019 Q1	$799K	Sell	28,453 -3,165	-10%	-$86.8K	0.59%	44
2018 Q4	$807K	Buy	+31,618	New	+$852K	0.71%	37

Other funds holding JHMD

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

CCM

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Omega Financial Group's JHMD Position: Q3 2020 in Review

Omega Financial Group sold out of John Hancock Multifactor Developed International ETF (JHMD) in Q3 2020, closing a stake of 12,056 shares — an estimated $313K sold.

Omega Financial Group first reported a position in JHMD in Q4 2018 and held it in 7 quarters. The position peaked at $807K in Q4 2018. 31 funds tracked by Wall St. Rank hold JHMD as of Q3 2020.

Omega Financial Group reported no remaining John Hancock Multifactor Developed International ETF position as of Q3 2020 after selling out during the quarter.
Omega Financial Group sold 12,056 John Hancock Multifactor Developed International ETF shares in Q3 2020, an estimated $313K.
Omega Financial Group first reported a position in John Hancock Multifactor Developed International ETF in Q4 2018 and held it in 7 quarters.
Omega Financial Group's John Hancock Multifactor Developed International ETF position peaked at $807K in Q4 2018.
31 funds tracked by Wall St. Rank held John Hancock Multifactor Developed International ETF as of Q3 2020.

Based on Omega Financial Group's 13F filing for Q3 2020, filed 14 Oct 2020.