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

Monument Group Wealth Advisors’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	$237K	Hold	5,840	–	–	0.13%	38
2025 Q4	$250K	Hold	5,840	–	–	0.14%	41
2025 Q3	$248K	Hold	5,840	–	–	0.15%	39
2025 Q2	$231K	Hold	5,840	–	–	0.15%	49
2025 Q1	$207K	Hold	5,840	–	–	0.14%	50
2024 Q4	$212K	Hold	5,840	–	–	0.15%	46
2024 Q3	$218K	Hold	5,840	–	–	0.13%	47
2024 Q2	$201K	Buy	+5,840	New	+$197K	0.14%	48

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 $374B AUM 17.66% 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

Monument Group Wealth Advisors's NZAC Position: Q1 2026 in Review

Monument Group Wealth Advisors held its State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) position steady in Q1 2026 at 5,840 shares worth $237K. The position accounts for 0.13% of the portfolio, ranked #38.

Monument Group Wealth Advisors first reported a position in NZAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $250K in Q4 2025. 41 funds tracked by Wall St. Rank hold NZAC as of Q1 2026.

Monument Group Wealth Advisors held 5,840 shares of State Street SPDR MSCI ACWI Climate Paris Aligned ETF worth $237K as of Q1 2026.
Monument Group Wealth Advisors left its State Street SPDR MSCI ACWI Climate Paris Aligned ETF share count unchanged in Q1 2026.
State Street SPDR MSCI ACWI Climate Paris Aligned ETF made up 0.13% of Monument Group Wealth Advisors's portfolio in Q1 2026, its #38 holding.
Monument Group Wealth Advisors first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q2 2024 and has held it in 8 quarters since.
Monument Group Wealth Advisors's State Street SPDR MSCI ACWI Climate Paris Aligned ETF position peaked at $250K in Q4 2025.
41 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI Climate Paris Aligned ETF as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.