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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$541K Buy
11,784
+73
+0.6% +$3.28K 0.29% 64
2026
Q1
$476K Sell
11,711
-289
-2% -$12.3K 0.32% 64
2025
Q4
$515K Sell
12,000
-178
-1% -$7.62K 0.33% 58
2025
Q3
$516K Sell
12,178
-167
-1% -$6.79K 0.34% 59
2025
Q2
$488K Sell
12,345
-269
-2% -$9.87K 0.36% 57
2025
Q1
$446K Sell
12,614
-112
-0.9% -$4.11K 0.38% 55
2024
Q4
$462K Sell
12,726
-1,339
-10% -$49.8K 0.37% 58
2024
Q3
$524K Sell
14,065
-490
-3% -$17.5K 0.44% 54
2024
Q2
$502K Sell
14,555
-293
-2% -$9.89K 0.45% 51
2024
Q1
$502K Sell
14,848
-2
-0% -$65 0.48% 54
2023
Q4
$471K Buy
14,850
+17
+0.1% +$500 0.51% 52
2023
Q3
$421K Hold
14,833
0.51% 52
2023
Q2
$442K Buy
14,833
+267
+2% +$7.68K 0.51% 54
2023
Q1
$412K Hold
14,566
0.51% 56
2022
Q4
$381K Sell
14,566
-393
-3% -$10.2K 0.52% 59
2022
Q3
$361K Sell
14,959
-4
-0% -$108 0.53% 58
2022
Q2
$391K Buy
14,963
+143
+1% +$4.04K 0.53% 61
2022
Q1
$463K Buy
14,820
+704
+5% +$22K 0.54% 54
2021
Q4
$465K Buy
+14,116
New +$463K 0.52% 54

Other funds holding NZAC

Fingerlakes Wealth Management's NZAC Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) stake by 0.62% in Q2 2026, buying an estimated $3.28K and bringing the position to 11,784 shares worth $541K. The position accounts for 0.29% of the portfolio, ranked #64.

Fingerlakes Wealth Management first reported a position in NZAC in Q4 2021 and has held it in 19 quarters since. 43 funds tracked by Wall St. Rank hold NZAC as of Q2 2026.

  • Fingerlakes Wealth Management held 11,784 shares of State Street SPDR MSCI ACWI Climate Paris Aligned ETF worth $541K as of Q2 2026.
  • Fingerlakes Wealth Management bought 73 State Street SPDR MSCI ACWI Climate Paris Aligned ETF shares in Q2 2026, an estimated $3.28K.
  • State Street SPDR MSCI ACWI Climate Paris Aligned ETF made up 0.29% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Fingerlakes Wealth Management first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q4 2021 and has held it in 19 quarters since.
  • 43 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI Climate Paris Aligned ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.