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FIA
Foundations Investment Advisors’s
State Street SPDR EURO STOXX 50 ETF
FEZ
Stock Holding History
Foundations Investment 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
2026
Q1
–
Sell
-5,668
Closed
-$365K
–
1194
2025
Q4
$365K
Sell
5,668
-17,601
-76%
-$1.11M
﹤0.01%
825
2025
Q3
$1.45M
Buy
23,269
+15,665
+206%
+$941K
0.02%
381
2025
Q2
$454K
Buy
7,604
+2,495
+49%
+$143K
0.01%
611
2025
Q1
$278K
Buy
+5,109
New
+$273K
0.01%
732
2024
Q3
–
Sell
-19,218
Closed
-$961K
–
829
2024
Q2
$961K
Buy
+19,218
New
+$997K
0.02%
342
2024
Q1
–
Sell
-15,181
Closed
-$735K
–
714
2023
Q4
$735K
Sell
15,181
-81,684
-84%
-$3.61M
0.02%
361
2023
Q3
$4.07M
Buy
96,865
+15,140
+19%
+$676K
0.13%
133
2023
Q2
$3.76M
Buy
81,725
+9,419
+13%
+$429K
0.12%
122
2023
Q1
$3.25M
Buy
+72,306
New
+$3.11M
0.12%
117
2018
Q4
–
Sell
-12,747
Closed
-$488K
–
112
2018
Q3
$488K
Buy
12,747
+1,216
+11%
+$47K
0.12%
66
2018
Q2
$442K
Buy
+11,531
New
+$468K
0.12%
63
Other funds holding FEZ
FTUS
Flow Traders U.S.
New York
$3.16B AUM
19.52%
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
1CP
1607 Capital Partners
Richmond, Virginia
$1.39B AUM
8.35%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Allspring Global Investments
Charlotte, North Carolina
$59.7B AUM
29.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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