Baldwin Wealth Partners’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Baldwin Wealth Partners’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
2022 Q2	–	Sell	-100	Closed	-$4K	–	693
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	613
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	556
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	569
2021 Q2	$5K	Buy	+100	New	+$4.75K	﹤0.01%	580
2018 Q1	–	Sell	-700	Closed	-$28K	–	491
2017 Q4	$28K	Hold	700	–	–	﹤0.01%	346
2017 Q3	$29K	Hold	700	–	–	﹤0.01%	330
2017 Q2	$27K	Hold	700	–	–	﹤0.01%	351
2017 Q1	$25K	Hold	700	–	–	﹤0.01%	354
2016 Q4	$23K	Hold	700	–	–	﹤0.01%	356
2016 Q3	$23K	Hold	700	–	–	﹤0.01%	363
2016 Q2	$22K	Hold	700	–	–	﹤0.01%	331
2016 Q1	$23K	Buy	+700	New	+$22.4K	﹤0.01%	353

Other funds holding FEZ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return