Carson Wealth (CWM LLC)
JSTC icon

Carson Wealth (CWM LLC)’s Adasina Social Justice All Cap Global ETF JSTC Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$138K Buy
7,085
+1,924
+37% +$39.3K ﹤0.01% 3010
2025
Q4 		$105K Sell
5,161
-1,340
-21% -$27.2K ﹤0.01% 3023
2025
Q3 		$132K Hold
6,501
– – ﹤0.01% 2766
2025
Q2 		$129K Buy
6,501
+1,660
+34% +$31K ﹤0.01% 2504
2025
Q1 		$88K Buy
4,841
+1,132
+31% +$21.1K ﹤0.01% 2525
2024
Q4 		$68K Hold
3,709
– – ﹤0.01% 2566
2024
Q3 		$70K Buy
3,709
+1,669
+82% +$30.1K ﹤0.01% 2439
2024
Q2 		$35K Sell
2,040
-28
-1% -$484 ﹤0.01% 2723
2024
Q1 		$37K Buy
2,068
+10
+0.5% +$172 ﹤0.01% 2500
2023
Q4 		$35K Hold
2,058
– – ﹤0.01% 2394
2023
Q3 		$32K Buy
2,058
+910
+79% +$14.6K ﹤0.01% 2367
2023
Q2 		$18K Hold
1,148
– – ﹤0.01% 2712
2023
Q1 		$18K Hold
1,148
– – ﹤0.01% 2575
2022
Q4 		$17K Sell
1,148
-11
-0.9% -$161 ﹤0.01% 2479
2022
Q3 		$16K Hold
1,159
– – ﹤0.01% 2380
2022
Q2 		$17K Hold
1,159
– – ﹤0.01% 2225
2022
Q1 		$20K Hold
1,159
– – ﹤0.01% 2084
2021
Q4 		$21K Buy
+1,159
New +$20.8K ﹤0.01% 1968
2021
Q2 		$10K Hold
590
– – ﹤0.01% 2108
2021
Q1 		$10K Hold
590
– – ﹤0.01% 2107
2020
Q4 		$10K Buy
+590
New +$9K ﹤0.01% 2107

Other funds holding JSTC

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JSTC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Adasina Social Justice All Cap Global ETF (JSTC) stake by 37% in Q1 2026, buying an estimated $39.3K and bringing the position to 7,085 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #3010.

Carson Wealth (CWM LLC) first reported a position in JSTC in Q4 2020 and has held it in 21 quarters since. 52 funds tracked by Wall St. Rank hold JSTC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,085 shares of Adasina Social Justice All Cap Global ETF worth $138K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,924 Adasina Social Justice All Cap Global ETF shares in Q1 2026, an estimated $39.3K.
  • Adasina Social Justice All Cap Global ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3010 holding.
  • Carson Wealth (CWM LLC) first reported a position in Adasina Social Justice All Cap Global ETF in Q4 2020 and has held it in 21 quarters since.
  • 52 funds tracked by Wall St. Rank held Adasina Social Justice All Cap Global ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.