CWC Advisors’s State Street SPDR MSCI ACWI Climate Paris Aligned ETF NZAC Stock Holding History

CWC Advisors’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 Q3	$464K	Hold	10,008	–	–	0.22%	102
2026 Q2	$459K	Buy	10,008 +3	+0%	+$135	0.2%	104
2026 Q1	$407K	Hold	10,005	–	–	0.19%	104
2025 Q4	$429K	Buy	10,005 +7	+0.1%	+$299	0.21%	107
2025 Q3	$424K	Sell	9,998 -72	-0.7%	-$2.93K	0.21%	103
2025 Q2	$398K	Sell	10,070 -17	-0.2%	-$624	0.21%	102
2025 Q1	$357K	Buy	10,087 +24	+0.2%	+$880	0.2%	99
2024 Q4	$365K	Sell	10,063 -314	-3%	-$11.7K	0.36%	74
2024 Q3	$387K	Buy	+10,377	New	+$370K	0.38%	73

Other funds holding NZAC

WAP

Wealth Analytics Partners San Diego, California $287M AUM 12.75% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

CWC Advisors's NZAC Position: Q3 2026 in Review

CWC Advisors held its State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) position steady in Q3 2026 at 10,008 shares worth $464K. The position accounts for 0.22% of the portfolio, ranked #102.

CWC Advisors first reported a position in NZAC in Q3 2024 and has held it in 9 quarters since. 5 funds tracked by Wall St. Rank hold NZAC as of Q3 2026.

CWC Advisors held 10,008 shares of State Street SPDR MSCI ACWI Climate Paris Aligned ETF worth $464K as of Q3 2026.
CWC Advisors left its State Street SPDR MSCI ACWI Climate Paris Aligned ETF share count unchanged in Q3 2026.
State Street SPDR MSCI ACWI Climate Paris Aligned ETF made up 0.22% of CWC Advisors's portfolio in Q3 2026, its #102 holding.
CWC Advisors first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q3 2024 and has held it in 9 quarters since.
5 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI Climate Paris Aligned ETF as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.