Bank of Montreal
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Bank of Montreal’s Adasina Social Justice All Cap Global ETF JSTC Stock Holding History

Bank of Montreal’s Portfolio JSTC Stock Details JSTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-52,820
Closed -$937K – 4075
2024
Q1 		$937K Buy
+52,820
New +$907K ﹤0.01% 2036
2023
Q3 		– Sell
-64,902
Closed -$1.05M – 4031
2023
Q2 		$1.05M Buy
+64,902
New +$1.02M ﹤0.01% 2160

Other funds holding JSTC

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

Bank of Montreal's JSTC Position: Q2 2024 in Review

Bank of Montreal sold out of Adasina Social Justice All Cap Global ETF (JSTC) in Q2 2024, closing a stake of 52,820 shares — an estimated $937K sold.

Bank of Montreal first reported a position in JSTC in Q2 2023 and held it in 2 quarters. The position peaked at $1.05M in Q2 2023. 30 funds tracked by Wall St. Rank hold JSTC as of Q2 2024.

  • Bank of Montreal reported no remaining Adasina Social Justice All Cap Global ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 52,820 Adasina Social Justice All Cap Global ETF shares in Q2 2024, an estimated $937K.
  • Bank of Montreal first reported a position in Adasina Social Justice All Cap Global ETF in Q2 2023 and held it in 2 quarters.
  • Bank of Montreal's Adasina Social Justice All Cap Global ETF position peaked at $1.05M in Q2 2023.
  • 30 funds tracked by Wall St. Rank held Adasina Social Justice All Cap Global ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.