SIM
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Sims Investment Management’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

Sims Investment Management’s Portfolio JHSC Stock Details JHSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15M Buy
349,386
+27,440
+9% +$1.22M 5.51% 6
2025
Q4 		$13.5M Buy
321,946
+12,603
+4% +$529K 4.78% 6
2025
Q3 		$12.9M Buy
309,343
+21,276
+7% +$868K 4.68% 6
2025
Q2 		$11.2M Buy
288,067
+119,349
+71% +$4.42M 4.52% 6
2025
Q1 		$6.29M Buy
168,718
+91,150
+118% +$3.61M 2.81% 8
2024
Q4 		$3.08M Buy
+77,568
New +$3.19M 1.74% 11

Other funds holding JHSC

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
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
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
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return