Envestnet Asset Management’s State Street SPDR MSCI ACWI Climate Paris Aligned ETF NZAC Stock Holding History

Envestnet Asset Management’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 Q2	$2.85M	Buy	62,003 +9,772	+19%	+$439K	﹤0.01%	2895
2026 Q1	$2.12M	Buy	52,231 +4,118	+9%	+$175K	﹤0.01%	2975
2025 Q4	$2.06M	Sell	48,113 -7,885	-14%	-$337K	﹤0.01%	2799
2025 Q3	$2.37M	Sell	55,998 -1,643	-3%	-$66.8K	﹤0.01%	2776
2025 Q2	$2.28M	Buy	57,641 +2,168	+4%	+$79.6K	﹤0.01%	2736
2025 Q1	$1.96M	Buy	55,473 +3,687	+7%	+$135K	﹤0.01%	2746
2024 Q4	$1.88M	Buy	51,786 +4,082	+9%	+$152K	﹤0.01%	2729
2024 Q3	$1.78M	Sell	47,704 -49	-0.1%	-$1.75K	﹤0.01%	2744
2024 Q2	$1.65M	Buy	47,753 +1,452	+3%	+$49K	﹤0.01%	2712
2024 Q1	$1.56M	Buy	46,301 +4,074	+10%	+$133K	﹤0.01%	2733
2023 Q4	$1.34M	Buy	42,227 +1,854	+5%	+$54.5K	﹤0.01%	2715
2023 Q3	$1.15M	Sell	40,373 -1,213	-3%	-$36K	﹤0.01%	2710
2023 Q2	$1.24M	Buy	41,586 +767	+2%	+$22.1K	﹤0.01%	2584
2023 Q1	$1.15M	Sell	40,819 -3,375	-8%	-$93.1K	﹤0.01%	2576
2022 Q4	$1.16M	Sell	44,194 -1,606	-4%	-$41.7K	﹤0.01%	2528
2022 Q3	$1.11M	Sell	45,800 -6,435	-12%	-$173K	﹤0.01%	2489
2022 Q2	$1.36M	Buy	52,235 +1,011	+2%	+$28.6K	﹤0.01%	2363
2022 Q1	$1.6M	Sell	51,224 -1,956	-4%	-$61.1K	﹤0.01%	2346
2021 Q4	$1.77M	Sell	53,180 -292	-0.5%	-$9.58K	﹤0.01%	2259
2021 Q3	$1.68M	Sell	53,472 -1,160	-2%	-$37.4K	﹤0.01%	2203
2021 Q2	$1.74M	Buy	54,632 +216	+0.4%	+$6.75K	﹤0.01%	2146
2021 Q1	$1.63M	Sell	54,416 -1,524	-3%	-$44.9K	﹤0.01%	2073
2020 Q4	$1.6M	Buy	55,940 +528	+1%	+$14.2K	﹤0.01%	1900
2020 Q3	$1.39M	Buy	55,412 +368	+0.7%	+$9.15K	﹤0.01%	1824
2020 Q2	$1.27M	Sell	55,044 -348	-0.6%	-$7.6K	﹤0.01%	1832
2020 Q1	$1.08M	Buy	55,392 +6,268	+13%	+$145K	﹤0.01%	1773
2019 Q4	$1.22M	Buy	49,124 +48	+0.1%	+$1.15K	﹤0.01%	1900
2019 Q3	$1.13M	Buy	49,076 +5,216	+12%	+$119K	﹤0.01%	1859
2019 Q2	$1.01M	Buy	43,860 +22,444	+105%	+$507K	﹤0.01%	1943
2019 Q1	$485K	Buy	21,416 +6,024	+39%	+$130K	﹤0.01%	2362
2018 Q4	$304K	Buy	15,392 +252	+2%	+$5.36K	﹤0.01%	2417
2018 Q3	$348K	Sell	15,140 -576	-4%	-$13.1K	﹤0.01%	1008
2018 Q2	$348K	Buy	15,716 +15,140	+2,628%	+$341K	﹤0.01%	1457
2018 Q1	$13K	Sell	576 -19,608	-97%	-$450K	﹤0.01%	2454
2017 Q4	$453K	Sell	20,184 -152	-0.7%	-$3.36K	﹤0.01%	1532
2017 Q3	$438K	Sell	20,336 -1,628	-7%	-$34.4K	﹤0.01%	1525
2017 Q2	$454K	Sell	21,964 -1,904	-8%	-$39K	﹤0.01%	1531
2017 Q1	$478K	Buy	23,868 +900	+4%	+$17.6K	﹤0.01%	1541
2016 Q4	$430K	Sell	22,968 -3,116	-12%	-$57.7K	﹤0.01%	1572
2016 Q3	$488K	Sell	26,084 -292	-1%	-$5.38K	﹤0.01%	1581
2016 Q2	$467K	Buy	26,376 +6,296	+31%	+$112K	﹤0.01%	1680
2016 Q1	$355K	Buy	20,080 +1,836	+10%	+$30.7K	﹤0.01%	1803
2015 Q4	$321K	Buy	18,244 +12,176	+201%	+$219K	﹤0.01%	1809
2015 Q3	$102K	Buy	+6,068	New	+$110K	﹤0.01%	2344

Other funds holding NZAC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return

FWM

Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return

CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return

WAP

Wealth Analytics Partners San Diego, California $276M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

MGWA

Monument Group Wealth Advisors Concord, Massachusetts $208M AUM 23.43% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Envestnet Asset Management's NZAC Position: Q2 2026 in Review

Envestnet Asset Management increased its State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) stake by 19% in Q2 2026, buying an estimated $439K and bringing the position to 62,003 shares worth $2.85M. The position accounts for ﹤0.01% of the portfolio, ranked #2895.

Envestnet Asset Management first reported a position in NZAC in Q3 2015 and has held it in 44 quarters since. 18 funds tracked by Wall St. Rank hold NZAC as of Q2 2026.

Envestnet Asset Management held 62,003 shares of State Street SPDR MSCI ACWI Climate Paris Aligned ETF worth $2.85M as of Q2 2026.
Envestnet Asset Management bought 9,772 State Street SPDR MSCI ACWI Climate Paris Aligned ETF shares in Q2 2026, an estimated $439K.
State Street SPDR MSCI ACWI Climate Paris Aligned ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2895 holding.
Envestnet Asset Management first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q3 2015 and has held it in 44 quarters since.
18 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI Climate Paris Aligned ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.