Ulland Investment Advisors’s 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
2025
Q1
Sell
2024
Q4
$486K Hold
2024
Q3
$500K Hold
2024
Q2
$462K Sell
2024
Q1
$545K Hold
2023
Q4
$511K Hold
2023
Q3
$458K Sell
2023
Q2
$552K Hold
2023
Q1
$523K Hold
2022
Q4
$485K Sell
2022
Q3
$507K Hold
2022
Q2
$549K Hold
2022
Q1
$657K Hold
2021
Q4
$698K Buy