Carson Wealth (CWM LLC)’s State Street SPDR MSCI ACWI Climate Paris Aligned ETF NZAC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NZAC Stock Details NZAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$140K	Buy	3,445 +599	+21%	+$25.5K	﹤0.01%	3002
2025 Q4	$122K	Buy	2,846 +36	+1%	+$1.54K	﹤0.01%	2918
2025 Q3	$119K	Sell	2,810 -2	-0.1%	-$81	﹤0.01%	2841
2025 Q2	$111K	Buy	2,812 +1	+0%	+$37	﹤0.01%	2617
2025 Q1	$99K	Sell	2,811 -26	-0.9%	-$954	﹤0.01%	2434
2024 Q4	$103K	Sell	2,837 -9,055	-76%	-$337K	﹤0.01%	2268
2024 Q3	$443K	Sell	11,892 -39	-0.3%	-$1.39K	﹤0.01%	1370
2024 Q2	$411K	Buy	11,931 +2,220	+23%	+$74.9K	﹤0.01%	1269
2024 Q1	$328K	Buy	9,711 +7,320	+306%	+$238K	﹤0.01%	1297
2023 Q4	$76K	Buy	2,391 +16	+0.7%	+$470	﹤0.01%	1917
2023 Q3	$67K	Buy	+2,375	New	+$70.4K	﹤0.01%	1890

Other funds holding NZAC

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) stake by 21% in Q1 2026, buying an estimated $25.5K and bringing the position to 3,445 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #3002.

Carson Wealth (CWM LLC) first reported a position in NZAC in Q3 2023 and has held it in 11 quarters since. The position peaked at $443K in Q3 2024. 41 funds tracked by Wall St. Rank hold NZAC as of Q1 2026.

Carson Wealth (CWM LLC) held 3,445 shares of State Street SPDR MSCI ACWI Climate Paris Aligned ETF worth $140K as of Q1 2026.
Carson Wealth (CWM LLC) bought 599 State Street SPDR MSCI ACWI Climate Paris Aligned ETF shares in Q1 2026, an estimated $25.5K.
State Street SPDR MSCI ACWI Climate Paris Aligned ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3002 holding.
Carson Wealth (CWM LLC) first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q3 2023 and has held it in 11 quarters since.
Carson Wealth (CWM LLC)'s State Street SPDR MSCI ACWI Climate Paris Aligned ETF position peaked at $443K in Q3 2024.
41 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI Climate Paris Aligned ETF as of Q1 2026.

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