Evolve Private Wealth’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Evolve Private Wealth’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	–	Sell	-4,315	Closed	-$268K	–	1084
2026 Q1	$268K	Buy	+4,315	New	+$283K	0.01%	825

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

Evolve Private Wealth's FEZ Position: Q2 2026 in Review

Evolve Private Wealth sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2026, closing a stake of 4,315 shares — an estimated $268K sold.

Evolve Private Wealth first reported a position in FEZ in Q1 2026 and held it in 1 quarter. The position peaked at $268K in Q1 2026. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Evolve Private Wealth reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 4,315 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $268K.
Evolve Private Wealth first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2026 and held it in 1 quarter.
Evolve Private Wealth's State Street SPDR EURO STOXX 50 ETF position peaked at $268K in Q1 2026.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.