MCC
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Money Concepts Capital’s State Street SPDR MSCI ACWI Climate Paris Aligned ETF NZAC Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-40
Closed -$1.05K – 2077
2022
Q4 		$1.05K Buy
+40
New +$1.04K ﹤0.01% 2868
2022
Q2 		– Sell
-700
Closed -$22K – 2225
2022
Q1 		$22K Buy
+700
New +$21.9K ﹤0.01% 1577

Other funds holding NZAC

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Money Concepts Capital's NZAC Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) in Q1 2023, closing a stake of 40 shares — an estimated $1.05K sold.

Money Concepts Capital first reported a position in NZAC in Q1 2022 and held it in 2 quarters. The position peaked at $22K in Q1 2022. 30 funds tracked by Wall St. Rank hold NZAC as of Q1 2023.

  • Money Concepts Capital reported no remaining State Street SPDR MSCI ACWI Climate Paris Aligned ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 40 State Street SPDR MSCI ACWI Climate Paris Aligned ETF shares in Q1 2023, an estimated $1.05K.
  • Money Concepts Capital first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's State Street SPDR MSCI ACWI Climate Paris Aligned ETF position peaked at $22K in Q1 2022.
  • 30 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI Climate Paris Aligned ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.