TFC Financial Management’s Adasina Social Justice All Cap Global ETF JSTC Stock Holding History

TFC Financial 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 Q1	$2.56M	Buy	131,430 +7,086	+6%	+$145K	0.32%	26
2025 Q4	$2.52M	Sell	124,344 -364	-0.3%	-$7.38K	0.32%	26
2025 Q3	$2.54M	Buy	124,708 +2,883	+2%	+$57.7K	0.32%	26
2025 Q2	$2.41M	Buy	121,825 +388	+0.3%	+$7.25K	0.33%	27
2025 Q1	$2.2M	Sell	121,437 -23,891	-16%	-$445K	0.34%	26
2024 Q4	$2.67M	Buy	145,328 +6,588	+5%	+$125K	0.42%	25
2024 Q3	$2.62M	Buy	138,740 +9,296	+7%	+$167K	0.41%	23
2024 Q2	$2.24M	Buy	129,444 +3,010	+2%	+$52K	0.39%	25
2024 Q1	$2.24M	Buy	126,434 +34,348	+37%	+$590K	0.4%	24
2023 Q4	$1.57M	Buy	92,086 +78,296	+568%	+$1.24M	0.32%	31
2023 Q3	$212K	Buy	+13,790	New	+$220K	0.05%	100

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

GPA

Garrison Point Advisors Walnut Creek, California $219M AUM 19.96% 1-Year Est. Return

TFC Financial Management's JSTC Position: Q1 2026 in Review

TFC Financial Management increased its Adasina Social Justice All Cap Global ETF (JSTC) stake by 5.7% in Q1 2026, buying an estimated $145K and bringing the position to 131,430 shares worth $2.56M. The position accounts for 0.32% of the portfolio, ranked #26.

TFC Financial Management first reported a position in JSTC in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.67M in Q4 2024. 52 funds tracked by Wall St. Rank hold JSTC as of Q1 2026.

TFC Financial Management held 131,430 shares of Adasina Social Justice All Cap Global ETF worth $2.56M as of Q1 2026.
TFC Financial Management bought 7,086 Adasina Social Justice All Cap Global ETF shares in Q1 2026, an estimated $145K.
Adasina Social Justice All Cap Global ETF made up 0.32% of TFC Financial Management's portfolio in Q1 2026, its #26 holding.
TFC Financial Management first reported a position in Adasina Social Justice All Cap Global ETF in Q3 2023 and has held it in 11 quarters since.
TFC Financial Management's Adasina Social Justice All Cap Global ETF position peaked at $2.67M in Q4 2024.
52 funds tracked by Wall St. Rank held Adasina Social Justice All Cap Global ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.