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

Fingerlakes Wealth 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 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

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

Fingerlakes Wealth Management's NZAC Position: Q1 2026 in Review

Fingerlakes Wealth Management reduced its State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) stake by 2.4% in Q1 2026, selling an estimated $12.3K and leaving 11,711 shares worth $476K. The position accounts for 0.32% of the portfolio, ranked #64.

Fingerlakes Wealth Management first reported a position in NZAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $524K in Q3 2024. 41 funds tracked by Wall St. Rank hold NZAC as of Q1 2026.

Fingerlakes Wealth Management held 11,711 shares of State Street SPDR MSCI ACWI Climate Paris Aligned ETF worth $476K as of Q1 2026.
Fingerlakes Wealth Management sold 289 State Street SPDR MSCI ACWI Climate Paris Aligned ETF shares in Q1 2026, an estimated $12.3K.
State Street SPDR MSCI ACWI Climate Paris Aligned ETF made up 0.32% of Fingerlakes Wealth Management's portfolio in Q1 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 18 quarters since.
Fingerlakes Wealth Management's State Street SPDR MSCI ACWI Climate Paris Aligned ETF position peaked at $524K 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 Fingerlakes Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.