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OneDigital Investment Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

OneDigital Investment Advisors’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
2025
Q1 		– Sell
-27,680
Closed -$1.65M – 1460
2024
Q4 		$1.65M Sell
27,680
-16,816
-38% -$1.04M 0.02% 469
2024
Q3 		$2.68M Sell
44,496
-3,239
-7% -$185K 0.03% 369
2024
Q2 		$2.63M Sell
47,735
-4,400
-8% -$244K 0.03% 361
2024
Q1 		$2.99M Buy
52,135
+5,844
+13% +$314K 0.05% 262
2023
Q4 		$2.44M Sell
46,291
-454
-1% -$21.9K 0.04% 279
2023
Q3 		$2.21M Buy
46,745
+1,454
+3% +$72.1K 0.05% 265
2023
Q2 		$2.25M Sell
45,291
-1,174
-3% -$55.8K 0.05% 255
2023
Q1 		$2.22M Sell
46,465
-4,113
-8% -$200K 0.05% 255
2022
Q4 		$2.35M Buy
50,578
+27
+0.1% +$1.25K 0.07% 235
2022
Q3 		$2.15M Sell
50,551
-657
-1% -$30.8K 0.08% 177
2022
Q2 		$2.26M Sell
51,208
-4,207
-8% -$203K 0.1% 144
2022
Q1 		$2.91M Sell
55,415
-3,157
-5% -$164K 0.11% 121
2021
Q4 		$3.26M Buy
58,572
+665
+1% +$36.3K 0.12% 117
2021
Q3 		$2.99M Sell
57,907
-274
-0.5% -$14.4K 0.12% 113
2021
Q2 		$3.02M Sell
58,181
-251
-0.4% -$12.9K 0.12% 109
2021
Q1 		$2.87M Sell
58,432
-1,100
-2% -$52.3K 0.13% 106
2020
Q4 		$2.68M Buy
59,532
+412
+0.7% +$17.2K 0.14% 107
2020
Q3 		$2.22M Sell
59,120
-2,022
-3% -$75.3K 0.15% 113
2020
Q2 		$2.15M Sell
61,142
-1,026
-2% -$33.7K 0.15% 125
2020
Q1 		$1.77M Buy
62,168
+22,115
+55% +$797K 0.16% 129
2019
Q4 		$1.57M Buy
40,053
+2,620
+7% +$99.1K 0.12% 150
2019
Q3 		$1.38M Buy
37,433
+2,407
+7% +$87.8K 0.12% 142
2019
Q2 		$1.28M Buy
35,026
+5,395
+18% +$193K 0.1% 122
2019
Q1 		$1.04M Sell
29,631
-2,031
-6% -$68.7K 0.15% 111
2018
Q4 		$964K Buy
+31,662
New +$1.05M 0.16% 106

Other funds holding JHMM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OneDigital Investment Advisors's JHMM Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q1 2025, closing a stake of 27,680 shares — an estimated $1.65M sold.

OneDigital Investment Advisors first reported a position in JHMM in Q4 2018 and held it in 25 quarters. The position peaked at $3.26M in Q4 2021. 241 funds tracked by Wall St. Rank hold JHMM as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 27,680 John Hancock Multifactor Mid Cap ETF shares in Q1 2025, an estimated $1.65M.
  • OneDigital Investment Advisors first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2018 and held it in 25 quarters.
  • OneDigital Investment Advisors's John Hancock Multifactor Mid Cap ETF position peaked at $3.26M in Q4 2021.
  • 241 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.