Evensky & Katz’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Evensky & Katz’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 Q3	–	Sell	-7,359	Closed	-$256K	–	83
2022 Q2	$256K	Buy	7,359 +156	+2%	+$5.95K	0.03%	60
2022 Q1	$296K	Buy	+7,203	New	+$313K	0.03%	55
2021 Q3	–	Sell	-7,250	Closed	-$340K	–	72
2021 Q2	$340K	Buy	7,250 +85	+1%	+$4.03K	0.03%	51
2021 Q1	$319K	Buy	+7,165	New	+$309K	0.04%	50

Other funds holding FEZ

Goldman Sachs New York $871B AUM 31.28% 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

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

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Evensky & Katz's FEZ Position: Q3 2022 in Review

Evensky & Katz sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q3 2022, closing a stake of 7,359 shares — an estimated $256K sold.

Evensky & Katz first reported a position in FEZ in Q1 2021 and held it in 4 quarters. The position peaked at $340K in Q2 2021. 164 funds tracked by Wall St. Rank hold FEZ as of Q3 2022.

Evensky & Katz reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q3 2022 after selling out during the quarter.
Evensky & Katz sold 7,359 State Street SPDR EURO STOXX 50 ETF shares in Q3 2022, an estimated $256K.
Evensky & Katz first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2021 and held it in 4 quarters.
Evensky & Katz's State Street SPDR EURO STOXX 50 ETF position peaked at $340K in Q2 2021.
164 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q3 2022.

Based on Evensky & Katz's 13F filing for Q3 2022, filed 19 Oct 2022.