United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $334K | Buy |
8,224
+274
| +3% | +$11.7K | ﹤0.01% | 1287 |
|
|
2025
Q4 | $341K | Hold |
7,950
| – | – | ﹤0.01% | 1116 |
|
|
2025
Q3 | $337K | Hold |
7,950
| – | – | ﹤0.01% | 986 |
|
|
2025
Q2 | $314K | Hold |
7,950
| – | – | ﹤0.01% | 907 |
|
|
2025
Q1 | $281K | Sell |
7,950
-286
| -3% | -$10.5K | ﹤0.01% | 911 |
|
|
2024
Q4 | $299K | Hold |
8,236
| – | – | ﹤0.01% | 882 |
|
|
2024
Q3 | $307K | Buy |
8,236
+185
| +2% | +$6.59K | ﹤0.01% | 864 |
|
|
2024
Q2 | $278K | Hold |
8,051
| – | – | ﹤0.01% | 882 |
|
|
2024
Q1 | $272K | Hold |
8,051
| – | – | ﹤0.01% | 913 |
|
|
2023
Q4 | $255K | Sell |
8,051
-479
| -6% | -$14.1K | ﹤0.01% | 928 |
|
|
2023
Q3 | $242K | Hold |
8,530
| – | – | ﹤0.01% | 764 |
|
|
2023
Q2 | $254K | Buy |
8,530
+517
| +6% | +$14.9K | ﹤0.01% | 806 |
|
|
2023
Q1 | $226K | Sell |
8,013
-560
| -7% | -$15.4K | ﹤0.01% | 898 |
|
|
2022
Q4 | $225K | Sell |
8,573
-3,124
| -27% | -$81.2K | ﹤0.01% | 955 |
|
|
2022
Q3 | $282K | Sell |
11,697
-3,150
| -21% | -$84.9K | ﹤0.01% | 925 |
|
|
2022
Q2 | $388K | Buy |
+14,847
| New | +$419K | ﹤0.01% | 864 |
|
|
2022
Q1 | – | Sell |
-14,464
| Closed | -$480K | – | 1202 |
|
|
2021
Q4 | $480K | Sell |
14,464
-64
| -0.4% | -$2.1K | ﹤0.01% | 871 |
|
|
2021
Q3 | $456K | Buy |
14,528
+376
| +3% | +$12.1K | ﹤0.01% | 882 |
|
|
2021
Q2 | $450K | Sell |
14,152
-1,080
| -7% | -$33.8K | ﹤0.01% | 887 |
|
|
2021
Q1 | $455K | Buy |
15,232
+352
| +2% | +$10.4K | ﹤0.01% | 871 |
|
|
2020
Q4 | $424K | Buy |
14,880
+408
| +3% | +$11K | ﹤0.01% | 893 |
|
|
2020
Q3 | $364K | Buy |
14,472
+308
| +2% | +$7.66K | ﹤0.01% | 908 |
|
|
2020
Q2 | $328K | Sell |
14,164
-1,656
| -10% | -$36.2K | ﹤0.01% | 982 |
|
|
2020
Q1 | $310K | Sell |
15,820
-5,768
| -27% | -$134K | ﹤0.01% | 963 |
|
|
2019
Q4 | $535K | Buy |
21,588
+216
| +1% | +$5.16K | ﹤0.01% | 969 |
|
|
2019
Q3 | $492K | Buy |
21,372
+212
| +1% | +$4.85K | ﹤0.01% | 959 |
|
|
2019
Q2 | $485K | Hold |
21,160
| – | – | ﹤0.01% | 1059 |
|
|
2019
Q1 | $479K | Buy |
21,160
+164
| +0.8% | +$3.53K | ﹤0.01% | 988 |
|
|
2018
Q4 | $415K | Sell |
20,996
-1,624
| -7% | -$34.5K | ﹤0.01% | 967 |
|
|
2018
Q3 | $520K | Buy |
22,620
+1,476
| +7% | +$33.5K | ﹤0.01% | 961 |
|
|
2018
Q2 | $467K | Buy |
21,144
+588
| +3% | +$13.2K | ﹤0.01% | 956 |
|
|
2018
Q1 | $458K | Sell |
20,556
-5,056
| -20% | -$116K | ﹤0.01% | 980 |
|
|
2017
Q4 | $575K | Sell |
25,612
-1,632
| -6% | -$36.1K | ﹤0.01% | 923 |
|
|
2017
Q3 | $588K | Buy |
27,244
+552
| +2% | +$11.7K | 0.01% | 912 |
|
|
2017
Q2 | $551K | Buy |
26,692
+3,400
| +15% | +$69.7K | ﹤0.01% | 904 |
|
|
2017
Q1 | $466K | Buy |
23,292
+900
| +4% | +$17.6K | ﹤0.01% | 926 |
|
|
2016
Q4 | $419K | Sell |
22,392
-3,692
| -14% | -$68.3K | ﹤0.01% | 976 |
|
|
2016
Q3 | $488K | Buy |
26,084
+284
| +1% | +$5.23K | ﹤0.01% | 977 |
|
|
2016
Q2 | $458K | Buy |
25,800
+6,296
| +32% | +$112K | ﹤0.01% | 936 |
|
|
2016
Q1 | $346K | Buy |
19,504
+1,968
| +11% | +$32.9K | ﹤0.01% | 970 |
|
|
2015
Q4 | $308K | Buy |
+17,536
| New | +$316K | ﹤0.01% | 1010 |
|
Other funds holding NZAC
United Capital Financial Advisors's NZAC Position: Q1 2026 in Review
United Capital Financial Advisors increased its State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) stake by 3.4% in Q1 2026, buying an estimated $11.7K and bringing the position to 8,224 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.
United Capital Financial Advisors first reported a position in NZAC in Q4 2015 and has held it in 41 quarters since. The position peaked at $588K in Q3 2017. 41 funds tracked by Wall St. Rank hold NZAC as of Q1 2026.
- United Capital Financial Advisors held 8,224 shares of State Street SPDR MSCI ACWI Climate Paris Aligned ETF worth $334K as of Q1 2026.
- United Capital Financial Advisors bought 274 State Street SPDR MSCI ACWI Climate Paris Aligned ETF shares in Q1 2026, an estimated $11.7K.
- State Street SPDR MSCI ACWI Climate Paris Aligned ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1287 holding.
- United Capital Financial Advisors first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q4 2015 and has held it in 41 quarters since.
- United Capital Financial Advisors's State Street SPDR MSCI ACWI Climate Paris Aligned ETF position peaked at $588K in Q3 2017.
- 41 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI Climate Paris Aligned ETF as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.