JFG Wealth Management’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
2021
Q2
Sell
-25,936
Closed -$775K 47
2021
Q1
$775K Sell
25,936
-12,392
-32% -$365K 0.43% 14
2020
Q4
$1.09M Hold
38,328
0.59% 13
2020
Q3
$964K Hold
38,328
0.68% 16
2020
Q2
$888K Buy
38,328
+27,872
+267% +$609K 0.85% 11
2020
Q1
$205K Buy
+10,456
New +$243K 0.34% 11

Other funds holding NZAC

JFG Wealth Management's NZAC Position: Q2 2021 in Review

JFG Wealth Management sold out of State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) in Q2 2021, closing a stake of 25,936 shares — an estimated $775K sold.

JFG Wealth Management first reported a position in NZAC in Q1 2020 and held it in 5 quarters. The position peaked at $1.09M in Q4 2020. 25 funds tracked by Wall St. Rank hold NZAC as of Q2 2021.

  • JFG Wealth Management reported no remaining State Street SPDR MSCI ACWI Climate Paris Aligned ETF position as of Q2 2021 after selling out during the quarter.
  • JFG Wealth Management sold 25,936 State Street SPDR MSCI ACWI Climate Paris Aligned ETF shares in Q2 2021, an estimated $775K.
  • JFG Wealth Management first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q1 2020 and held it in 5 quarters.
  • JFG Wealth Management's State Street SPDR MSCI ACWI Climate Paris Aligned ETF position peaked at $1.09M in Q4 2020.
  • 25 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI Climate Paris Aligned ETF as of Q2 2021.

Based on JFG Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.