EP Wealth Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

EP Wealth Advisors’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
2024 Q4	–	Sell	-2,000	Closed	-$106K	–	1269
2024 Q3	$106K	Hold	2,000	–	–	﹤0.01%	1134
2024 Q2	$100K	Buy	+2,000	New	+$104K	﹤0.01%	832

Other funds holding FEZ

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

EP Wealth Advisors's FEZ Position: Q4 2024 in Review

EP Wealth Advisors sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q4 2024, closing a stake of 2,000 shares — an estimated $106K sold.

EP Wealth Advisors first reported a position in FEZ in Q2 2024 and held it in 2 quarters. The position peaked at $106K in Q3 2024. 244 funds tracked by Wall St. Rank hold FEZ as of Q4 2024.

EP Wealth Advisors reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q4 2024 after selling out during the quarter.
EP Wealth Advisors sold 2,000 State Street SPDR EURO STOXX 50 ETF shares in Q4 2024, an estimated $106K.
EP Wealth Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2024 and held it in 2 quarters.
EP Wealth Advisors's State Street SPDR EURO STOXX 50 ETF position peaked at $106K in Q3 2024.
244 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.