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Mowery & Schoenfeld Wealth Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Mowery & Schoenfeld 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
2025
Q2 		– Sell
-407
Closed -$22.1K – 414
2025
Q1 		$22.1K Buy
+407
New +$21.8K 0.04% 198

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
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's FEZ Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2025, closing a stake of 407 shares — an estimated $22.1K sold.

Mowery & Schoenfeld Wealth Management first reported a position in FEZ in Q1 2025 and held it in 1 quarter. The position peaked at $22.1K in Q1 2025. 343 funds tracked by Wall St. Rank hold FEZ as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 407 State Street SPDR EURO STOXX 50 ETF shares in Q2 2025, an estimated $22.1K.
  • Mowery & Schoenfeld Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $22.1K in Q1 2025.
  • 343 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.