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Ritholtz Wealth Management’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Ritholtz Wealth Management’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
2021
Q3 		– Sell
-5,741
Closed -$298K – 557
2021
Q2 		$298K Buy
+5,741
New +$295K 0.02% 368

Other funds holding JHMM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ritholtz Wealth Management's JHMM Position: Q3 2021 in Review

Ritholtz Wealth Management sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q3 2021, closing a stake of 5,741 shares — an estimated $298K sold.

Ritholtz Wealth Management first reported a position in JHMM in Q2 2021 and held it in 1 quarter. The position peaked at $298K in Q2 2021. 134 funds tracked by Wall St. Rank hold JHMM as of Q3 2021.

  • Ritholtz Wealth Management reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Ritholtz Wealth Management sold 5,741 John Hancock Multifactor Mid Cap ETF shares in Q3 2021, an estimated $298K.
  • Ritholtz Wealth Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q2 2021 and held it in 1 quarter.
  • Ritholtz Wealth Management's John Hancock Multifactor Mid Cap ETF position peaked at $298K in Q2 2021.
  • 134 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2021.

Based on Ritholtz Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.