IWA
Invera Wealth Advisors’s SPDR MSCI ACWI Climate Paris Aligned ETF NZAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.48M | Sell |
126,550
-2,396
| -2% | -$84.7K | 5.26% | 6 |
|
|
2024
Q4 | $4.82M | Buy |
128,946
+71,240
| +123% | +$2.66M | 4.77% | 5 |
|
|
2024
Q3 | $2.18M | Buy |
57,706
+6,087
| +12% | +$230K | 2.16% | 16 |
|
|
2024
Q2 | $1.84M | Buy |
51,619
+49
| +0.1% | +$1.75K | 1.89% | 17 |
|
|
2024
Q1 | $1.66M | Buy |
51,570
+41,014
| +389% | +$1.32M | 1.41% | 27 |
|
|
2023
Q4 | $335K | Buy |
+10,556
| New | +$335K | 0.21% | 84 |
|