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

Harbor Asset Planning’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	$140K	Hold	3,023	–	–	0.11%	120
2026 Q2	$139K	Buy	3,023 +19	+0.6%	+$854	0.1%	122
2026 Q1	$122K	Buy	3,004 +2,811	+1,456%	+$120K	0.1%	119
2025 Q4	$8.27K	Buy	193 +3	+2%	+$128	0.01%	349
2025 Q3	$8.05K	Hold	190	–	–	0.01%	336
2025 Q2	$7.5K	Buy	+190	New	+$6.97K	0.01%	337

Other funds holding NZAC

CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

Monument Group Wealth Advisors Concord, Massachusetts $213M AUM 15.9% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 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

Harbor Asset Planning's NZAC Position: Q3 2026 in Review

Harbor Asset Planning held its State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) position steady in Q3 2026 at 3,023 shares worth $140K. The position accounts for 0.11% of the portfolio, ranked #120.

Harbor Asset Planning first reported a position in NZAC in Q2 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold NZAC as of Q3 2026.

Harbor Asset Planning held 3,023 shares of State Street SPDR MSCI ACWI Climate Paris Aligned ETF worth $140K as of Q3 2026.
Harbor Asset Planning 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 0.11% of Harbor Asset Planning's portfolio in Q3 2026, its #120 holding.
Harbor Asset Planning first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q2 2025 and has held it in 6 quarters since.
9 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI Climate Paris Aligned ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.