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 Q2	–	Sell	-4,724	Closed	-$293K	–	544
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Personal CFO Solutions's FEZ Position: Q2 2026 in Review

Personal CFO Solutions sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2026, closing a stake of 4,724 shares — an estimated $293K sold.

Personal CFO Solutions first reported a position in FEZ in Q3 2019 and held it in 19 quarters. The position peaked at $784K in Q3 2019. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Personal CFO Solutions reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q2 2026 after selling out during the quarter.
Personal CFO Solutions sold 4,724 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $293K.
Personal CFO Solutions first reported a position in State Street SPDR EURO STOXX 50 ETF in Q3 2019 and held it in 19 quarters.
Personal CFO Solutions's State Street SPDR EURO STOXX 50 ETF position peaked at $784K in Q3 2019.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.