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

MinichMacGregor 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
2024 Q4	–	Sell	-248,600	Closed	-$13.2M	–	122
2024 Q3	$13.2M	Buy	248,600 +1,960	+0.8%	+$99.9K	2.84%	7
2024 Q2	$12.3M	Buy	246,640 +574	+0.2%	+$29.8K	3.01%	7
2024 Q1	$13M	Sell	246,066 -2,312	-0.9%	-$114K	3.31%	5
2023 Q4	$11.9M	Sell	248,378 -112,432	-31%	-$4.96M	3.43%	6
2023 Q3	$15.2M	Buy	360,810 +10,264	+3%	+$459K	5.02%	4
2023 Q2	$16.1M	Buy	350,546 +154,911	+79%	+$7.06M	5.03%	5
2023 Q1	$8.78M	Buy	+195,635	New	+$8.41M	2.91%	10

Other funds holding FEZ

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

MinichMacGregor Wealth Management's FEZ Position: Q4 2024 in Review

MinichMacGregor Wealth Management sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q4 2024, closing a stake of 248,600 shares — an estimated $13.2M sold.

MinichMacGregor Wealth Management first reported a position in FEZ in Q1 2023 and held it in 7 quarters. The position peaked at $16.1M in Q2 2023. 244 funds tracked by Wall St. Rank hold FEZ as of Q4 2024.

MinichMacGregor Wealth Management reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q4 2024 after selling out during the quarter.
MinichMacGregor Wealth Management sold 248,600 State Street SPDR EURO STOXX 50 ETF shares in Q4 2024, an estimated $13.2M.
MinichMacGregor Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2023 and held it in 7 quarters.
MinichMacGregor Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $16.1M in Q2 2023.
244 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2024.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.