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

Golden State 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	$11.4K	Sell	280 -115	-29%	-$4.89K	﹤0.01%	1063
2025 Q4	$16.9K	Sell	395 -34	-8%	-$1.45K	﹤0.01%	967
2025 Q3	$18.2K	Hold	429	–	–	﹤0.01%	935
2025 Q2	$17K	Hold	429	–	–	﹤0.01%	929
2025 Q1	$15.2K	Hold	429	–	–	﹤0.01%	882
2024 Q4	$15.6K	Buy	+429	New	+$16K	﹤0.01%	830

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

Golden State Wealth Management's NZAC Position: Q1 2026 in Review

Golden State Wealth Management reduced its State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) stake by 29% in Q1 2026, selling an estimated $4.89K and leaving 280 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Golden State Wealth Management first reported a position in NZAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.2K in Q3 2025. 41 funds tracked by Wall St. Rank hold NZAC as of Q1 2026.

Golden State Wealth Management held 280 shares of State Street SPDR MSCI ACWI Climate Paris Aligned ETF worth $11.4K as of Q1 2026.
Golden State Wealth Management sold 115 State Street SPDR MSCI ACWI Climate Paris Aligned ETF shares in Q1 2026, an estimated $4.89K.
State Street SPDR MSCI ACWI Climate Paris Aligned ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1063 holding.
Golden State Wealth Management first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q4 2024 and has held it in 6 quarters since.
Golden State Wealth Management's State Street SPDR MSCI ACWI Climate Paris Aligned ETF position peaked at $18.2K in Q3 2025.
41 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI Climate Paris Aligned ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.