Evercore Wealth Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-4,854
| Closed | -$302K | – | 427 |
|
|
2025
Q3 | $302K | Hold |
4,854
| – | – | ﹤0.01% | 348 |
|
|
2025
Q2 | $290K | Sell |
4,854
-376
| -7% | -$21.5K | ﹤0.01% | 341 |
|
|
2025
Q1 | $285K | Hold |
5,230
| – | – | ﹤0.01% | 346 |
|
|
2024
Q4 | $252K | Hold |
5,230
| – | – | ﹤0.01% | 365 |
|
|
2024
Q3 | $278K | Hold |
5,230
| – | – | ﹤0.01% | 354 |
|
|
2024
Q2 | $262K | Hold |
5,230
| – | – | ﹤0.01% | 355 |
|
|
2024
Q1 | $275K | Hold |
5,230
| – | – | ﹤0.01% | 359 |
|
|
2023
Q4 | $250K | Hold |
5,230
| – | – | ﹤0.01% | 378 |
|
|
2023
Q3 | $220K | Hold |
5,230
| – | – | ﹤0.01% | 370 |
|
|
2023
Q2 | $240K | Hold |
5,230
| – | – | ﹤0.01% | 371 |
|
|
2023
Q1 | $235K | Buy |
+5,230
| New | +$225K | ﹤0.01% | 359 |
|
|
2022
Q3 | – | Sell |
-6,213
| Closed | -$216K | – | 383 |
|
|
2022
Q2 | $216K | Hold |
6,213
| – | – | ﹤0.01% | 368 |
|
|
2022
Q1 | $256K | Sell |
6,213
-1,898
| -23% | -$82.4K | ﹤0.01% | 380 |
|
|
2021
Q4 | $378K | Hold |
8,111
| – | – | 0.01% | 320 |
|
|
2021
Q3 | $367K | Hold |
8,111
| – | – | 0.01% | 327 |
|
|
2021
Q2 | $380K | Hold |
8,111
| – | – | 0.01% | 328 |
|
|
2021
Q1 | $361K | Hold |
8,111
| – | – | 0.01% | 339 |
|
|
2020
Q4 | $338K | Buy |
8,111
+257
| +3% | +$10K | 0.01% | 342 |
|
|
2020
Q3 | $285K | Buy |
7,854
+700
| +10% | +$26.3K | 0.01% | 321 |
|
|
2020
Q2 | $254K | Sell |
7,154
-1,000
| -12% | -$32.3K | 0.01% | 324 |
|
|
2020
Q1 | $241K | Buy |
+8,154
| New | +$298K | 0.01% | 319 |
|
|
2016
Q3 | – | Sell |
-686
| Closed | -$21K | – | 1033 |
|
|
2016
Q2 | $21K | Hold |
686
| – | – | ﹤0.01% | 744 |
|
|
2016
Q1 | $23K | Sell |
686
-500
| -42% | -$16K | ﹤0.01% | 697 |
|
|
2015
Q4 | $41K | Hold |
1,186
| – | – | ﹤0.01% | 626 |
|
|
2015
Q3 | $40K | Hold |
1,186
| – | – | ﹤0.01% | 622 |
|
|
2015
Q2 | $45K | Hold |
1,186
| – | – | ﹤0.01% | 657 |
|
|
2015
Q1 | $46K | Buy |
+1,186
| New | +$44.8K | ﹤0.01% | 640 |
|
|
2014
Q4 | – | Sell |
-1,186
| Closed | -$47K | – | 902 |
|
|
2014
Q3 | $47K | Hold |
1,186
| – | – | ﹤0.01% | 619 |
|
|
2014
Q2 | $52K | Hold |
1,186
| – | – | ﹤0.01% | 608 |
|
|
2014
Q1 | $50K | Buy |
1,186
+500
| +73% | +$20.7K | ﹤0.01% | 596 |
|
|
2013
Q4 | $29K | Buy |
+686
| New | +$27.7K | ﹤0.01% | 630 |
|
Other funds holding FEZ
1CP
PP
Evercore Wealth Management's FEZ Position: Q4 2025 in Review
Evercore Wealth Management sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q4 2025, closing a stake of 4,854 shares — an estimated $302K sold.
Evercore Wealth Management first reported a position in FEZ in Q4 2013 and held it in 31 quarters. The position peaked at $380K in Q2 2021. 351 funds tracked by Wall St. Rank hold FEZ as of Q4 2025.
- Evercore Wealth Management reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q4 2025 after selling out during the quarter.
- Evercore Wealth Management sold 4,854 State Street SPDR EURO STOXX 50 ETF shares in Q4 2025, an estimated $302K.
- Evercore Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2013 and held it in 31 quarters.
- Evercore Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $380K in Q2 2021.
- 351 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2025.
Based on Evercore Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.