IWC
FEZ icon

Integrated Wealth Concepts’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Integrated Wealth Concepts’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
2025
Q3 		– Sell
-6,262
Closed -$374K – 2006
2025
Q2 		$374K Buy
+6,262
New +$358K ﹤0.01% 1436

Other funds holding FEZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

Integrated Wealth Concepts's FEZ Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q3 2025, closing a stake of 6,262 shares — an estimated $374K sold.

Integrated Wealth Concepts first reported a position in FEZ in Q2 2025 and held it in 1 quarter. The position peaked at $374K in Q2 2025. 333 funds tracked by Wall St. Rank hold FEZ as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 6,262 State Street SPDR EURO STOXX 50 ETF shares in Q3 2025, an estimated $374K.
  • Integrated Wealth Concepts first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's State Street SPDR EURO STOXX 50 ETF position peaked at $374K in Q2 2025.
  • 333 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.