SOA Wealth Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

SOA Wealth Advisors’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
2023 Q2	–	Sell	-964	Closed	-$43.3K	–	955
2023 Q1	$43.3K	Buy	964 +3	+0.3%	+$129	0.01%	302
2022 Q4	$37.2K	Buy	961 +5	+0.5%	+$183	0.01%	313
2022 Q3	$29K	Buy	956 +5	+0.5%	+$172	0.01%	329
2022 Q2	$33K	Buy	951 +20	+2%	+$763	0.01%	309
2022 Q1	$38K	Buy	931 +2	+0.2%	+$87	0.01%	347
2021 Q4	$43K	Buy	929 +11	+1%	+$514	0.01%	315
2021 Q3	$41K	Sell	918 -376	-29%	-$17.7K	0.01%	330
2021 Q2	$60K	Buy	1,294 +11	+0.9%	+$522	0.02%	286
2021 Q1	$57K	Buy	1,283 +1	+0.1%	+$43	0.02%	254
2020 Q4	$54K	Buy	+1,282	New	+$50K	0.01%	252

Other funds holding FEZ

Jane Street New York $777B AUM 61.18% 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

Bank of America

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

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

JP Morgan Chase

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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