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Wetzel Investment Advisors’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-90
Closed -$3.47K – 522
2024
Q2 		$3.47K Hold
90
– – ﹤0.01% 648
2024
Q1 		$3.21K Hold
90
– – ﹤0.01% 762
2023
Q4 		$3K Buy
+90
New +$2.96K ﹤0.01% 790

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wetzel Investment Advisors's JHSC Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of John Hancock Multifactor Small Cap ETF (JHSC) in Q3 2024, closing a stake of 90 shares — an estimated $3.47K sold.

Wetzel Investment Advisors first reported a position in JHSC in Q4 2023 and held it in 3 quarters. The position peaked at $3.47K in Q2 2024. 62 funds tracked by Wall St. Rank hold JHSC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining John Hancock Multifactor Small Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 90 John Hancock Multifactor Small Cap ETF shares in Q3 2024, an estimated $3.47K.
  • Wetzel Investment Advisors first reported a position in John Hancock Multifactor Small Cap ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's John Hancock Multifactor Small Cap ETF position peaked at $3.47K in Q2 2024.
  • 62 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.