IHT Wealth Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

IHT Wealth Management’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	$2.02M	Buy	29,401 +17,548	+148%	+$1.17M	0.04%	390
2026 Q1	$736K	Buy	11,853 +333	+3%	+$21.8K	0.02%	681
2025 Q4	$789K	Sell	11,520 -18,051	-61%	-$1.14M	0.02%	607
2025 Q3	$1.86M	Sell	29,571 -11,015	-27%	-$661K	0.05%	352
2025 Q2	$2.42M	Buy	40,586 +36,557	+907%	+$2.09M	0.07%	275
2025 Q1	$233K	Buy	+4,029	New	+$215K	0.01%	960
2019 Q4	–	Sell	-6,323	Closed	-$239K	–	633
2019 Q3	$239K	Sell	6,323 -120	-2%	-$4.48K	0.03%	486
2019 Q2	$247K	Sell	6,443 -12,468	-66%	-$470K	0.04%	444
2019 Q1	$692K	Sell	18,911 -9,232	-33%	-$328K	0.12%	209
2018 Q4	$936K	Sell	28,143 -40,290	-59%	-$1.42M	0.18%	138
2018 Q3	$2.62M	Buy	68,433 +5,571	+9%	+$215K	0.57%	33
2018 Q2	$2.41M	Buy	62,862 +851	+1%	+$34.6K	0.62%	32
2018 Q1	$2.46M	Buy	62,011 +8,785	+17%	+$364K	0.66%	25
2017 Q4	$2.24M	Buy	53,226 +980	+2%	+$40.3K	0.59%	24
2017 Q3	$2.15M	Buy	52,246 +16,610	+47%	+$662K	0.91%	13
2017 Q2	$155K	Buy	35,636 +35,086	+6,379%	+$1.35M	0.08%	275
2017 Q1	$20K	Buy	550 +300	+120%	+$10.4K	0.01%	656
2016 Q4	$8K	Buy	+250	New	+$8.1K	0.01%	836

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

IHT Wealth Management's FEZ Position: Q2 2026 in Review

IHT Wealth Management increased its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 148% in Q2 2026, buying an estimated $1.17M and bringing the position to 29,401 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #390.

IHT Wealth Management first reported a position in FEZ in Q4 2016 and has held it in 18 quarters since. The position peaked at $2.62M in Q3 2018. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

IHT Wealth Management held 29,401 shares of State Street SPDR EURO STOXX 50 ETF worth $2.02M as of Q2 2026.
IHT Wealth Management bought 17,548 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $1.17M.
State Street SPDR EURO STOXX 50 ETF made up 0.04% of IHT Wealth Management's portfolio in Q2 2026, its #390 holding.
IHT Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2016 and has held it in 18 quarters since.
IHT Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $2.62M in Q3 2018.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.