Root Financial Partners’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Root Financial Partners’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	-233	Closed	-$14.5K	–	1355
2026 Q1	$14.5K	Hold	233	–	–	﹤0.01%	1506
2025 Q4	$15K	Buy	233 +54	+30%	+$3.41K	﹤0.01%	1315
2025 Q3	$11.1K	Buy	+179	New	+$10.7K	﹤0.01%	1414

Other funds holding FEZ

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Root Financial Partners's FEZ Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2026, closing a stake of 233 shares — an estimated $14.5K sold.

Root Financial Partners first reported a position in FEZ in Q3 2025 and held it in 3 quarters. The position peaked at $15K in Q4 2025. 122 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Root Financial Partners reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 233 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $14.5K.
Root Financial Partners first reported a position in State Street SPDR EURO STOXX 50 ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's State Street SPDR EURO STOXX 50 ETF position peaked at $15K in Q4 2025.
122 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.