TI
JHMH

tru Independence’s John Hancock Multifactor Healthcare ETF JHMH Stock Holding History

tru Independence’s Portfolio JHMH Stock Details JHMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-9,704
Closed -$264 – 759
2020
Q4 		$264 Buy
+9,704
New +$406K ﹤0.01% 413
2020
Q1 		– Sell
-595
Closed -$19K – 954
2019
Q4 		$19K Buy
+595
New +$20.9K ﹤0.01% 493

Other funds holding JHMH

Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
BAM
Bellevue Asset Management Bellevue, Washington $217M AUM 14.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $1.13B AUM 34.16% 1-Year Est. Return

tru Independence's JHMH Position: Q1 2021 in Review

tru Independence sold out of John Hancock Multifactor Healthcare ETF (JHMH) in Q1 2021, closing a stake of 9,704 shares — an estimated $264 sold.

tru Independence first reported a position in JHMH in Q4 2019 and held it in 2 quarters. The position peaked at $19K in Q4 2019. 25 funds tracked by Wall St. Rank hold JHMH as of Q1 2021.

  • tru Independence reported no remaining John Hancock Multifactor Healthcare ETF position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 9,704 John Hancock Multifactor Healthcare ETF shares in Q1 2021, an estimated $264.
  • tru Independence first reported a position in John Hancock Multifactor Healthcare ETF in Q4 2019 and held it in 2 quarters.
  • tru Independence's John Hancock Multifactor Healthcare ETF position peaked at $19K in Q4 2019.
  • 25 funds tracked by Wall St. Rank held John Hancock Multifactor Healthcare ETF as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.