Sageworth Trust Company of South Dakota’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Sageworth Trust Company of South Dakota’s Portfolio JHML Stock Details JHML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$548K	Hold	6,147	–	–	0.34%	39
2026 Q1	$481K	Hold	6,147	–	–	0.38%	40
2025 Q4	$491K	Hold	6,147	–	–	0.4%	37
2025 Q3	$482K	Hold	6,147	–	–	0.45%	38
2025 Q2	$451K	Hold	6,147	–	–	0.49%	33
2025 Q1	$414K	Hold	6,147	–	–	0.5%	36
2024 Q4	$428K	Hold	6,147	–	–	0.54%	34
2024 Q3	$427K	Hold	6,147	–	–	0.55%	34
2024 Q2	$400K	Hold	6,147	–	–	0.59%	33
2024 Q1	$398K	Hold	6,147	–	–	0.61%	39
2023 Q4	$362K	Hold	6,147	–	–	0.68%	34
2023 Q3	$326K	Hold	6,147	–	–	0.72%	37
2023 Q2	$337K	Hold	6,147	–	–	0.84%	31
2023 Q1	$318K	Sell	6,147 -120	-2%	-$6.13K	0.74%	31
2022 Q4	$309K	Hold	6,267	–	–	0.69%	30
2022 Q3	$285K	Buy	6,267 +2,641	+73%	+$132K	0.7%	28
2022 Q2	$173K	Hold	3,626	–	–	0.36%	36
2022 Q1	$206K	Hold	3,626	–	–	0.39%	31
2021 Q4	$216K	Buy	+3,626	New	+$210K	0.33%	31

Other funds holding JHML

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Sageworth Trust Company of South Dakota's JHML Position: Q2 2026 in Review

Sageworth Trust Company of South Dakota held its John Hancock Multifactor Large Cap ETF (JHML) position steady in Q2 2026 at 6,147 shares worth $548K. The position accounts for 0.34% of the portfolio, ranked #39.

Sageworth Trust Company of South Dakota first reported a position in JHML in Q4 2021 and has held it in 19 quarters since. 83 funds tracked by Wall St. Rank hold JHML as of Q2 2026.

Sageworth Trust Company of South Dakota held 6,147 shares of John Hancock Multifactor Large Cap ETF worth $548K as of Q2 2026.
Sageworth Trust Company of South Dakota left its John Hancock Multifactor Large Cap ETF share count unchanged in Q2 2026.
John Hancock Multifactor Large Cap ETF made up 0.34% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #39 holding.
Sageworth Trust Company of South Dakota first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2021 and has held it in 19 quarters since.
83 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2026.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2026, filed 28 Jul 2026.