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AWM
Axxcess Wealth Management’s
State Street SPDR EURO STOXX 50 ETF
FEZ
Stock Holding History
Axxcess Wealth Management’s Portfolio
FEZ Stock Details
FEZ Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-9,022
Closed
-$581K
–
613
2025
Q4
$581K
Sell
9,022
-500
-5%
-$31.6K
0.01%
659
2025
Q3
$592K
Buy
9,522
+300
+3%
+$18K
0.01%
579
2025
Q2
$551K
Hold
9,222
–
–
0.01%
566
2025
Q1
$502K
Sell
9,222
-100
-1%
-$5.35K
0.01%
552
2024
Q4
$449K
Hold
9,322
–
–
0.01%
569
2024
Q3
$496K
Hold
9,322
–
–
0.01%
549
2024
Q2
$466K
Hold
9,322
–
–
0.01%
536
2024
Q1
$490K
Sell
9,322
-200
-2%
-$9.87K
0.01%
541
2023
Q4
$455K
Buy
9,522
+975
+11%
+$43K
0.01%
541
2023
Q3
$359K
Sell
8,547
-161
-2%
-$7.19K
0.01%
555
2023
Q2
$400K
Buy
8,708
+118
+1%
+$5.38K
0.03%
396
2023
Q1
$386K
Buy
+8,590
New
+$369K
0.03%
427
Other funds holding FEZ
FTUS
Flow Traders U.S.
New York
$3.16B AUM
19.52%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
1CP
1607 Capital Partners
Richmond, Virginia
$1.39B AUM
8.35%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Allspring Global Investments
Charlotte, North Carolina
$59.7B AUM
29.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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