United Capital Financial 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
Q2 | $314K | Hold |
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|
2025
Q1 | $281K | Sell |
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|
2024
Q4 | $299K | Hold |
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|
2024
Q3 | $307K | Buy |
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|
2024
Q2 | $278K | Hold |
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|
2024
Q1 | $272K | Hold |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $226K | Sell |
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|
2022
Q4 | $225K | Sell |
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|
2022
Q3 | $282K | Sell |
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|
2022
Q2 | $388K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $480K | Sell |
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|
2021
Q3 | $456K | Buy |
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|
2021
Q2 | $450K | Sell |
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|
2021
Q1 | $455K | Buy |
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|
2020
Q4 | $424K | Buy |
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|
2020
Q3 | $364K | Buy |
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|
2020
Q2 | $328K | Sell |
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|
2020
Q1 | $310K | Sell |
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|
2019
Q4 | $535K | Buy |
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|
2019
Q3 | $492K | Buy |
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|
2019
Q2 | $485K | Hold |
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|
2019
Q1 | $479K | Buy |
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|
2018
Q4 | $415K | Sell |
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|
2018
Q3 | $520K | Buy |
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|
2018
Q2 | $467K | Buy |
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|
2018
Q1 | $458K | Sell |
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|
2017
Q4 | $575K | Sell |
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|
2017
Q3 | $588K | Buy |
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|
2017
Q2 | $551K | Buy |
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|
2017
Q1 | $466K | Buy |
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|
2016
Q4 | $419K | Sell |
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|
2016
Q3 | $488K | Buy |
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|
2016
Q2 | $458K | Buy |
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|
2016
Q1 | $346K | Buy |
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|
2015
Q4 | $308K | Buy |
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