Waterloo Capital’s John Hancock Multifactor Emerging Markets ETF JHEM Stock Holding History

Waterloo Capital’s Portfolio JHEM Stock Details JHEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$850K	Hold	24,802	–	–	0.06%	224
2025 Q4	$816K	Buy	24,802 +199	+0.8%	+$6.47K	0.06%	229
2025 Q3	$779K	Sell	24,603 -70	-0.3%	-$2.11K	0.06%	212
2025 Q2	$720K	Buy	24,673 +100	+0.4%	+$2.74K	0.06%	221
2025 Q1	$655K	Sell	24,573 -948	-4%	-$25.1K	0.06%	212
2024 Q4	$660K	Sell	25,521 -7,649	-23%	-$210K	0.07%	197
2024 Q3	$949K	Sell	33,170 -3,178	-9%	-$86K	0.1%	168
2024 Q2	$972K	Sell	36,348 -10,766	-23%	-$285K	0.12%	153
2024 Q1	$1.22M	Sell	47,114 -8,627	-15%	-$217K	0.16%	130
2023 Q4	$1.42M	Buy	+55,741	New	+$1.35M	0.23%	104

Other funds holding JHEM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Waterloo Capital's JHEM Position: Q1 2026 in Review

Waterloo Capital held its John Hancock Multifactor Emerging Markets ETF (JHEM) position steady in Q1 2026 at 24,802 shares worth $850K. The position accounts for 0.06% of the portfolio, ranked #224.

Waterloo Capital first reported a position in JHEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.42M in Q4 2023. 46 funds tracked by Wall St. Rank hold JHEM as of Q1 2026.

Waterloo Capital held 24,802 shares of John Hancock Multifactor Emerging Markets ETF worth $850K as of Q1 2026.
Waterloo Capital left its John Hancock Multifactor Emerging Markets ETF share count unchanged in Q1 2026.
John Hancock Multifactor Emerging Markets ETF made up 0.06% of Waterloo Capital's portfolio in Q1 2026, its #224 holding.
Waterloo Capital first reported a position in John Hancock Multifactor Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
Waterloo Capital's John Hancock Multifactor Emerging Markets ETF position peaked at $1.42M in Q4 2023.
46 funds tracked by Wall St. Rank held John Hancock Multifactor Emerging Markets ETF as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.