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

Focus Partners 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	$2.59M	Sell	37,751 -130	-0.3%	-$8.68K	﹤0.01%	1240
2026 Q1	$2.35M	Buy	37,881 +4,345	+13%	+$285K	﹤0.01%	1249
2025 Q4	$2.16M	Buy	33,536 +3,997	+14%	+$252K	﹤0.01%	1291
2025 Q3	$1.83M	Sell	29,539 -1,214	-4%	-$72.9K	﹤0.01%	1048
2025 Q2	$1.84M	Buy	30,753 +2,817	+10%	+$161K	﹤0.01%	927
2025 Q1	$1.52M	Buy	27,936 +2,917	+12%	+$156K	﹤0.01%	928
2024 Q4	$1.2M	Buy	25,019 +1,877	+8%	+$93.5K	﹤0.01%	1000
2024 Q3	$1.23M	Sell	23,142 -3,357	-13%	-$171K	﹤0.01%	892
2024 Q2	$1.33M	Buy	+26,499	New	+$1.38M	﹤0.01%	735

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

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

Focus Partners Wealth reduced its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 0.34% in Q2 2026, selling an estimated $8.68K and leaving 37,751 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Focus Partners Wealth first reported a position in FEZ in Q2 2024 and has held it in 9 quarters since. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Focus Partners Wealth held 37,751 shares of State Street SPDR EURO STOXX 50 ETF worth $2.59M as of Q2 2026.
Focus Partners Wealth sold 130 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $8.68K.
State Street SPDR EURO STOXX 50 ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1240 holding.
Focus Partners Wealth first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2024 and has held it in 9 quarters since.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

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