North Berkeley Wealth Management’s Adasina Social Justice All Cap Global ETF JSTC Stock Holding History

North Berkeley Wealth Management’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 Q2	$1.28M	Hold	56,063	–	–	0.52%	32
2026 Q1	$1.09M	Sell	56,063 -762	-1%	-$15.6K	0.58%	32
2025 Q4	$1.15M	Buy	56,825 +5,158	+10%	+$105K	0.68%	30
2025 Q3	$1.05M	Hold	51,667	–	–	0.83%	22
2025 Q2	$1.02M	Buy	51,667 +24,697	+92%	+$461K	0.94%	22
2025 Q1	$488K	Hold	26,970	–	–	0.51%	33
2024 Q4	$495K	Buy	+26,970	New	+$511K	0.5%	35

Other funds holding JSTC

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

GPA

Garrison Point Advisors Walnut Creek, California $247M AUM 25.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

North Berkeley Wealth Management's JSTC Position: Q2 2026 in Review

North Berkeley Wealth Management held its Adasina Social Justice All Cap Global ETF (JSTC) position steady in Q2 2026 at 56,063 shares worth $1.28M. The position accounts for 0.52% of the portfolio, ranked #32.

North Berkeley Wealth Management first reported a position in JSTC in Q4 2024 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold JSTC as of Q2 2026.

North Berkeley Wealth Management held 56,063 shares of Adasina Social Justice All Cap Global ETF worth $1.28M as of Q2 2026.
North Berkeley Wealth Management left its Adasina Social Justice All Cap Global ETF share count unchanged in Q2 2026.
Adasina Social Justice All Cap Global ETF made up 0.52% of North Berkeley Wealth Management's portfolio in Q2 2026, its #32 holding.
North Berkeley Wealth Management first reported a position in Adasina Social Justice All Cap Global ETF in Q4 2024 and has held it in 7 quarters since.
22 funds tracked by Wall St. Rank held Adasina Social Justice All Cap Global ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.