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IIA
IPG Investment Advisors’s
State Street SPDR EURO STOXX 50 ETF
FEZ
Stock Holding History
IPG 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
$220K
Buy
3,536
+56
+2%
+$3.67K
0.04%
212
2025
Q4
$224K
Hold
3,480
–
–
0.04%
196
2025
Q3
$216K
Sell
3,480
-1,087
-24%
-$65.3K
0.04%
194
2025
Q2
$273K
Buy
4,567
+862
+23%
+$49.3K
0.05%
146
2025
Q1
$202K
Buy
+3,705
New
+$198K
0.05%
156
2018
Q4
–
Sell
-12,679
Closed
-$485K
–
157
2018
Q3
$485K
Hold
12,679
–
–
0.16%
87
2018
Q2
$486K
Hold
12,679
–
–
0.17%
90
2018
Q1
$511K
Hold
12,679
–
–
0.17%
76
2017
Q4
$516K
Hold
12,679
–
–
0.21%
65
2017
Q3
$523K
Buy
+12,679
New
+$505K
0.18%
68
2017
Q2
–
Sell
-16,255
Closed
-$591K
–
147
2017
Q1
$591K
Buy
16,255
+815
+5%
+$28.3K
0.27%
55
2016
Q4
$517K
Buy
+15,440
New
+$500K
0.21%
68
2015
Q4
–
Sell
-13,000
Closed
-$440K
–
130
2015
Q3
$440K
Sell
13,000
-11,900
-48%
-$438K
0.21%
74
2015
Q2
$932K
Buy
+24,900
New
+$983K
0.34%
59
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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