JHEM J HANCOCK MULTIFACTOR EM MKTS

Ownership history in Evensky & Katz LLC  ·  30 quarters on record

AI Ownership Summary

Evensky & Katz LLC reported J HANCOCK MULTIFACTOR EM MKTS (JHEM) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2023 Q4. The latest visible filing shows JHEM at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JHEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Evensky & Katz LLC's position in J HANCOCK MULTIFACTOR EM MKTS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JHEM was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Evensky & Katz LLC held JHEM — position size vs. price
% of Fund (quarterly)    JHEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 29,371 -250 -0.8% 0.06% $1K 2026-04-22 $37.80
2025 Q4 REDUCED 29,621 -1,462 -4.7% 0.06% $975K 2026-02-05 $34.92
2025 Q3 UNCHANGED 31,083 0% 0.06% $984K 2025-11-13 $32.35
2025 Q2 ADDED 31,083 +297 +1.0% 0.06% $907K 2025-07-22 $29.29
2025 Q1 REDUCED 30,786 -1,205 -3.8% 0.06% $821K 2025-05-13 $27.34
2024 Q4 ADDED 31,991 +222 +0.7% 0.05% $827K 2025-02-14 $26.19
2024 Q3 UNCHANGED 31,769 0% 0.06% $909K 2024-10-08 $27.47
2024 Q2 ADDED 31,769 +438 +1.4% 0.06% $849K 2024-07-26 $25.63
2024 Q1 ADDED 31,331 +86 +0.3% 0.06% $812K 2024-04-08 $24.82
2023 Q4 REDUCED 31,245 -19,792 -38.8% 0.06% $795K 2024-02-14 $23.87
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Evensky & Katz LLC and JHEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Evensky & Katz LLC reported owning JHEM?

Evensky & Katz LLC reported JHEM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JHEM position in Evensky & Katz LLC's portfolio?

The largest reported portfolio weight for JHEM was 0.06% in 2023 Q4.

What is the latest reported JHEM position on this page?

The most recent filing on this page is 2026 Q1, when Evensky & Katz LLC reported 29,371 shares, equal to 0.06% of portfolio, with an estimated market value of $1K.

What does the chart on this JHEM ownership page compare?

The chart compares Evensky & Katz LLC's quarterly JHEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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