Websterrogers Financial Advisors’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

Websterrogers Financial Advisors’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
2022 Q2	–	Sell	-11,522	Closed	-$398K	–	63
2022 Q1	$398K	Hold	11,522	–	–	0.2%	52
2021 Q4	$418K	Sell	11,522 -1,218	-10%	-$44K	0.09%	50
2021 Q3	$440K	Hold	12,740	–	–	0.1%	44
2021 Q2	$421K	Sell	12,740 -187	-1%	-$6.54K	0.1%	43
2021 Q1	$438K	Hold	12,927	–	–	0.12%	37
2020 Q4	$422K	Buy	+12,927	New	+$361K	0.12%	35

Other funds holding JHSC

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Websterrogers Financial Advisors's JHSC Position: Q2 2022 in Review

Websterrogers Financial Advisors sold out of John Hancock Multifactor Small Cap ETF (JHSC) in Q2 2022, closing a stake of 11,522 shares — an estimated $398K sold.

Websterrogers Financial Advisors first reported a position in JHSC in Q4 2020 and held it in 6 quarters. The position peaked at $440K in Q3 2021. 46 funds tracked by Wall St. Rank hold JHSC as of Q2 2022.

Websterrogers Financial Advisors reported no remaining John Hancock Multifactor Small Cap ETF position as of Q2 2022 after selling out during the quarter.
Websterrogers Financial Advisors sold 11,522 John Hancock Multifactor Small Cap ETF shares in Q2 2022, an estimated $398K.
Websterrogers Financial Advisors first reported a position in John Hancock Multifactor Small Cap ETF in Q4 2020 and held it in 6 quarters.
Websterrogers Financial Advisors's John Hancock Multifactor Small Cap ETF position peaked at $440K in Q3 2021.
46 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q2 2022.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.