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

Wipfli 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 Q3	$3.68M	Buy	131,014 +64,420	+97%	+$1.99M	0.26%	45
2022 Q2	$1.95M	Sell	66,594 -5,008	-7%	-$159K	0.21%	32
2022 Q1	$2.46M	Buy	+71,602	New	+$2.43M	0.25%	28

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

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

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

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

Wipfli Financial Advisors's JHSC Position: Q3 2022 in Review

Wipfli Financial Advisors increased its John Hancock Multifactor Small Cap ETF (JHSC) stake by 97% in Q3 2022, buying an estimated $1.99M and bringing the position to 131,014 shares worth $3.68M. The position accounts for 0.26% of the portfolio, ranked #45.

Wipfli Financial Advisors first reported a position in JHSC in Q1 2022 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold JHSC as of Q3 2022.

Wipfli Financial Advisors held 131,014 shares of John Hancock Multifactor Small Cap ETF worth $3.68M as of Q3 2022.
Wipfli Financial Advisors bought 64,420 John Hancock Multifactor Small Cap ETF shares in Q3 2022, an estimated $1.99M.
John Hancock Multifactor Small Cap ETF made up 0.26% of Wipfli Financial Advisors's portfolio in Q3 2022, its #45 holding.
Wipfli Financial Advisors first reported a position in John Hancock Multifactor Small Cap ETF in Q1 2022 and has held it in 3 quarters since.
48 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.