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

CFM 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
2026 Q2	$214K	Buy	+3,112	New	+$208K	0.03%	140
2026 Q1	–	Sell	-3,112	Closed	-$200K	–	146
2025 Q4	$200K	Sell	3,112 -385	-11%	-$24.3K	0.03%	143
2025 Q3	$217K	Sell	3,497 -490	-12%	-$29.4K	0.03%	139
2025 Q2	$238K	Sell	3,987 -539	-12%	-$30.8K	0.04%	126
2025 Q1	$246K	Sell	4,526 -1,030	-19%	-$55.1K	0.04%	125
2024 Q4	$268K	Buy	5,556 +3	+0.1%	+$150	0.05%	119
2024 Q3	$296K	Buy	5,553 +1	+0%	+$51	0.05%	123
2024 Q2	$278K	Buy	+5,552	New	+$288K	0.05%	127

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

CFM Wealth Partners's FEZ Position: Q2 2026 in Review

CFM Wealth Partners opened a new position in State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2026: 3,112 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #140 among its holdings. This is a return to the name: CFM Wealth Partners previously reported a position in FEZ as recently as Q4 2025.

CFM Wealth Partners first reported a position in FEZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $296K in Q3 2024. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

CFM Wealth Partners held 3,112 shares of State Street SPDR EURO STOXX 50 ETF worth $214K as of Q2 2026.
State Street SPDR EURO STOXX 50 ETF was a new CFM Wealth Partners position in Q2 2026.
State Street SPDR EURO STOXX 50 ETF made up 0.03% of CFM Wealth Partners's portfolio in Q2 2026, its #140 holding.
CFM Wealth Partners first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2024 and has held it in 8 quarters since.
CFM Wealth Partners's State Street SPDR EURO STOXX 50 ETF position peaked at $296K in Q3 2024.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.