JHMD J HANCOCK MULTIFACTOR DEV INTL

Ownership history in Evensky & Katz LLC  ·  29 quarters on record

AI Ownership Summary

Evensky & Katz LLC reported J HANCOCK MULTIFACTOR DEV INTL (JHMD) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.49% in 2023 Q4. The latest visible filing shows JHMD at 1.98% 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 JHMD 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 DEV INTL, 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
2025 Q4

JHMD was reported at 1.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.49% 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 2025 Q4

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 JHMD — position size vs. price
% of Fund (quarterly)    JHMD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 846,631 -6,986 -0.8% 1.98% $35.2M 2026-02-14 (Est.) $45.27
2025 Q3 REDUCED 853,617 -58,474 -6.4% 1.98% $34.1M 2025-11-13 $40.28
2025 Q2 REDUCED 912,091 -50,377 -5.2% 2.13% $34.9M 2025-07-22 $37.77
2025 Q1 REDUCED 962,468 -18,381 -1.9% 2.26% $33.6M 2025-05-13 $35.70
2024 Q4 ADDED 980,849 +5,677 +0.6% 2.06% $31.5M 2025-02-14 $33.55
2024 Q3 REDUCED 975,172 -11,299 -1.1% 2.25% $34.5M 2024-10-08 $33.12
2024 Q2 REDUCED 986,471 -13,827 -1.4% 2.29% $32.9M 2024-07-26 $32.21
2024 Q1 REDUCED 1,000,298 -12,996 -1.3% 2.44% $34.5M 2024-04-08 $32.11
2023 Q4 REDUCED 1,013,294 -17,157 -1.7% 2.49% $33.0M 2024-02-14 $30.11
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Evensky & Katz LLC and JHMD

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 JHMD?

Evensky & Katz LLC reported JHMD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for JHMD was 2.49% in 2023 Q4.

What is the latest reported JHMD position on this page?

The most recent filing on this page is 2025 Q4, when Evensky & Katz LLC reported 846,631 shares, equal to 1.98% of portfolio, with an estimated market value of $35.2M.

What does the chart on this JHMD ownership page compare?

The chart compares Evensky & Katz LLC's quarterly JHMD 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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