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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$667K Sell
16,406
-96,786
-86% -$4.12M 0.43% 64
2025
Q4
$4.85M Sell
113,192
-6,328
-5% -$271K 3.07% 10
2025
Q3
$5.07M Sell
119,520
-4,714
-4% -$192K 3.12% 8
2025
Q2
$4.91M Sell
124,234
-2,316
-2% -$85K 3.2% 8
2025
Q1
$4.48M Sell
126,550
-2,396
-2% -$87.9K 2.89% 7
2024
Q4
$4.82M Buy
128,946
+71,240
+123% +$2.65M 4.77% 5
2024
Q3
$2.18M Buy
57,706
+6,087
+12% +$217K 2.16% 16
2024
Q2
$1.84M Buy
51,619
+49
+0.1% +$1.65K 1.89% 17
2024
Q1
$1.66M Buy
51,570
+41,014
+389% +$1.33M 1.41% 27
2023
Q4
$335K Buy
+10,556
New +$310K 0.21% 84

Other funds holding NZAC

Invera Wealth Advisors's NZAC Position: Q1 2026 in Review

Invera Wealth Advisors reduced its State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) stake by 86% in Q1 2026, selling an estimated $4.12M and leaving 16,406 shares worth $667K. The position accounts for 0.43% of the portfolio, ranked #64.

Invera Wealth Advisors first reported a position in NZAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.07M in Q3 2025. 41 funds tracked by Wall St. Rank hold NZAC as of Q1 2026.

  • Invera Wealth Advisors held 16,406 shares of State Street SPDR MSCI ACWI Climate Paris Aligned ETF worth $667K as of Q1 2026.
  • Invera Wealth Advisors sold 96,786 State Street SPDR MSCI ACWI Climate Paris Aligned ETF shares in Q1 2026, an estimated $4.12M.
  • State Street SPDR MSCI ACWI Climate Paris Aligned ETF made up 0.43% of Invera Wealth Advisors's portfolio in Q1 2026, its #64 holding.
  • Invera Wealth Advisors first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q4 2023 and has held it in 10 quarters since.
  • Invera Wealth Advisors's State Street SPDR MSCI ACWI Climate Paris Aligned ETF position peaked at $5.07M 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 Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.