Personal CFO Solutions’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Personal CFO Solutions’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	$293K	Buy	+4,724	New	+$310K	0.04%	385
2024 Q4	–	Sell	-4,389	Closed	-$234K	–	512
2024 Q3	$234K	Hold	4,389	–	–	0.03%	491
2024 Q2	$220K	Hold	4,389	–	–	0.03%	473
2024 Q1	$231K	Hold	4,389	–	–	0.04%	482
2023 Q4	$210K	Buy	+4,389	New	+$194K	0.04%	478
2023 Q3	–	Sell	-4,389	Closed	-$202K	–	478
2023 Q2	$202K	Buy	+4,389	New	+$200K	0.04%	443
2022 Q4	–	Sell	-9,259	Closed	-$285K	–	469
2022 Q3	$285K	Hold	9,259	–	–	0.07%	262
2022 Q2	$322K	Hold	9,259	–	–	0.08%	247
2022 Q1	$381K	Sell	9,259 -15	-0.2%	-$652	0.08%	254
2021 Q4	$433K	Buy	9,274 +15	+0.2%	+$700	0.08%	225
2021 Q3	$419K	Hold	9,259	–	–	0.09%	214
2021 Q2	$434K	Sell	9,259 -1,140	-11%	-$54.1K	0.09%	211
2021 Q1	$463K	Hold	10,399	–	–	0.1%	193
2020 Q4	$434K	Sell	10,399 -2,000	-16%	-$77.9K	0.11%	188
2020 Q3	$0	Sell	12,399 -1,200	-9%	-$45.1K	﹤0.01%	207
2020 Q2	$483K	Sell	13,599 -5,488	-29%	-$177K	0.14%	135
2020 Q1	$563K	Hold	19,087	–	–	0.2%	106
2019 Q4	$779K	Sell	19,087 -1,685	-8%	-$66.3K	0.22%	96
2019 Q3	$784K	Buy	+20,772	New	+$775K	0.31%	77

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 $666B AUM 30.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Personal CFO Solutions's FEZ Position: Q1 2026 in Review

Personal CFO Solutions opened a new position in State Street SPDR EURO STOXX 50 ETF (FEZ) in Q1 2026: 4,724 shares worth $293K. The stake represents 0.04% of the portfolio and ranks #385 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in FEZ as recently as Q3 2024.

Personal CFO Solutions first reported a position in FEZ in Q3 2019 and has held it in 19 quarters since. The position peaked at $784K in Q3 2019. 334 funds tracked by Wall St. Rank hold FEZ as of Q1 2026.

Personal CFO Solutions held 4,724 shares of State Street SPDR EURO STOXX 50 ETF worth $293K as of Q1 2026.
State Street SPDR EURO STOXX 50 ETF was a new Personal CFO Solutions position in Q1 2026.
State Street SPDR EURO STOXX 50 ETF made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #385 holding.
Personal CFO Solutions first reported a position in State Street SPDR EURO STOXX 50 ETF in Q3 2019 and has held it in 19 quarters since.
Personal CFO Solutions's State Street SPDR EURO STOXX 50 ETF position peaked at $784K in Q3 2019.
334 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.