IMA Advisory Services’s Adasina Social Justice All Cap Global ETF JSTC Stock Holding History

IMA Advisory Services’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	$1.21M	Sell	62,173 -2,494	-4%	-$50.9K	0.12%	117
2025 Q4	$1.31M	Buy	64,667 +140	+0.2%	+$2.84K	0.13%	115
2025 Q3	$1.31M	Hold	64,527	–	–	0.13%	108
2025 Q2	$1.28M	Buy	64,527 +318	+0.5%	+$5.94K	0.14%	106
2025 Q1	$1.16M	Sell	64,209 -1,454	-2%	-$27.1K	0.14%	103
2024 Q4	$1.21M	Buy	+65,663	New	+$1.24M	0.15%	111

Other funds holding JSTC

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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 Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return

IMA Advisory Services's JSTC Position: Q1 2026 in Review

IMA Advisory Services reduced its Adasina Social Justice All Cap Global ETF (JSTC) stake by 3.9% in Q1 2026, selling an estimated $50.9K and leaving 62,173 shares worth $1.21M. The position accounts for 0.12% of the portfolio, ranked #117.

IMA Advisory Services first reported a position in JSTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.31M in Q4 2025. 52 funds tracked by Wall St. Rank hold JSTC as of Q1 2026.

IMA Advisory Services held 62,173 shares of Adasina Social Justice All Cap Global ETF worth $1.21M as of Q1 2026.
IMA Advisory Services sold 2,494 Adasina Social Justice All Cap Global ETF shares in Q1 2026, an estimated $50.9K.
Adasina Social Justice All Cap Global ETF made up 0.12% of IMA Advisory Services's portfolio in Q1 2026, its #117 holding.
IMA Advisory Services first reported a position in Adasina Social Justice All Cap Global ETF in Q4 2024 and has held it in 6 quarters since.
IMA Advisory Services's Adasina Social Justice All Cap Global ETF position peaked at $1.31M in Q4 2025.
52 funds tracked by Wall St. Rank held Adasina Social Justice All Cap Global ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.