BCS Wealth Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

BCS 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 Q2	$203K	Buy	+2,951	New	+$197K	0.04%	267
2026 Q1	–	Sell	-5,902	Closed	-$380K	–	285
2025 Q4	$380K	Buy	+5,902	New	+$373K	0.04%	258

Other funds holding FEZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BCS Wealth Management's FEZ Position: Q2 2026 in Review

BCS Wealth Management opened a new position in State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2026: 2,951 shares worth $203K. The stake represents 0.04% of the portfolio and ranks #267 among its holdings. This is a return to the name: BCS Wealth Management previously reported a position in FEZ as recently as Q4 2025.

BCS Wealth Management first reported a position in FEZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $380K in Q4 2025. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

BCS Wealth Management held 2,951 shares of State Street SPDR EURO STOXX 50 ETF worth $203K as of Q2 2026.
State Street SPDR EURO STOXX 50 ETF was a new BCS Wealth Management position in Q2 2026.
State Street SPDR EURO STOXX 50 ETF made up 0.04% of BCS Wealth Management's portfolio in Q2 2026, its #267 holding.
BCS Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2025 and has held it in 2 quarters since.
BCS Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $380K in Q4 2025.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.