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

Integrated Wealth Concepts’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	$360K	Buy	8,850 +3,320	+60%	+$141K	﹤0.01%	1743
2025 Q4	$237K	Sell	5,530 -3,249	-37%	-$139K	﹤0.01%	1435
2025 Q3	$372K	Buy	8,779 +1,438	+20%	+$58.5K	﹤0.01%	1511
2025 Q2	$290K	Buy	7,341 +1,330	+22%	+$48.8K	﹤0.01%	1563
2025 Q1	$213K	Buy	+6,011	New	+$221K	﹤0.01%	1594

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 $424B AUM 22.94% 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

Integrated Wealth Concepts's NZAC Position: Q1 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) stake by 60% in Q1 2026, buying an estimated $141K and bringing the position to 8,850 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Integrated Wealth Concepts first reported a position in NZAC in Q1 2025 and has held it in 5 quarters since. The position peaked at $372K in Q3 2025. 41 funds tracked by Wall St. Rank hold NZAC as of Q1 2026.

Integrated Wealth Concepts held 8,850 shares of State Street SPDR MSCI ACWI Climate Paris Aligned ETF worth $360K as of Q1 2026.
Integrated Wealth Concepts bought 3,320 State Street SPDR MSCI ACWI Climate Paris Aligned ETF shares in Q1 2026, an estimated $141K.
State Street SPDR MSCI ACWI Climate Paris Aligned ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1743 holding.
Integrated Wealth Concepts first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q1 2025 and has held it in 5 quarters since.
Integrated Wealth Concepts's State Street SPDR MSCI ACWI Climate Paris Aligned ETF position peaked at $372K 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 Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.