Willow Financial’s John Hancock Disciplined Value International Select ETF JDVI Stock Holding History

Willow Financial’s Portfolio JDVI Stock Details JDVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.27M	Sell	145,826 -33,326	-19%	-$1.24M	5.34%	8
2025 Q4	$6.3M	Buy	+179,152	New	+$6.19M	6.41%	3

Other funds holding JDVI

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Elyxium Wealth San Mateo, California $312M AUM 36.45% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Willow Financial's JDVI Position: Q1 2026 in Review

Willow Financial reduced its John Hancock Disciplined Value International Select ETF (JDVI) stake by 19% in Q1 2026, selling an estimated $1.24M and leaving 145,826 shares worth $5.27M. The position accounts for 5.34% of the portfolio, ranked #8.

Willow Financial first reported a position in JDVI in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.3M in Q4 2025. 11 funds tracked by Wall St. Rank hold JDVI as of Q1 2026.

Willow Financial held 145,826 shares of John Hancock Disciplined Value International Select ETF worth $5.27M as of Q1 2026.
Willow Financial sold 33,326 John Hancock Disciplined Value International Select ETF shares in Q1 2026, an estimated $1.24M.
John Hancock Disciplined Value International Select ETF made up 5.34% of Willow Financial's portfolio in Q1 2026, its #8 holding.
Willow Financial first reported a position in John Hancock Disciplined Value International Select ETF in Q4 2025 and has held it in 2 quarters since.
Willow Financial's John Hancock Disciplined Value International Select ETF position peaked at $6.3M in Q4 2025.
11 funds tracked by Wall St. Rank held John Hancock Disciplined Value International Select ETF as of Q1 2026.

Based on Willow Financial's 13F filing for Q1 2026, filed 21 Apr 2026.