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Idaho Trust Bank’s State Street SPDR MSCI ACWI Climate Paris Aligned ETF NZAC Stock Holding History

Idaho Trust Bank’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
2024
Q2 		– Sell
-14,848
Closed -$502K – 118
2024
Q1 		$502K Buy
+14,848
New +$483K 0.48% 54

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UBS Group
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Ameriprise
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IWA
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Morgan Stanley
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Envestnet Asset Management
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

Idaho Trust Bank's NZAC Position: Q2 2024 in Review

Idaho Trust Bank sold out of State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) in Q2 2024, closing a stake of 14,848 shares — an estimated $502K sold.

Idaho Trust Bank first reported a position in NZAC in Q1 2024 and held it in 1 quarter. The position peaked at $502K in Q1 2024. 33 funds tracked by Wall St. Rank hold NZAC as of Q2 2024.

  • Idaho Trust Bank reported no remaining State Street SPDR MSCI ACWI Climate Paris Aligned ETF position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 14,848 State Street SPDR MSCI ACWI Climate Paris Aligned ETF shares in Q2 2024, an estimated $502K.
  • Idaho Trust Bank first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's State Street SPDR MSCI ACWI Climate Paris Aligned ETF position peaked at $502K in Q1 2024.
  • 33 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI Climate Paris Aligned ETF as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.