Wiser Advisor Group’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Wiser Advisor Group’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	$110K	Buy	1,774 +3	+0.2%	+$197	0.13%	65
2025 Q4	$114K	Buy	1,771 +14	+0.8%	+$884	0.13%	66
2025 Q3	$109K	Buy	+1,757	New	+$106K	0.14%	65
2025 Q2	–	Sell	-1,724	Closed	-$93.8K	–	115
2025 Q1	$93.8K	Buy	1,724 +5	+0.3%	+$267	0.14%	74
2024 Q4	$82.8K	Buy	1,719 +5	+0.3%	+$249	0.12%	76
2024 Q3	$91.2K	Buy	1,714 +2	+0.1%	+$102	0.14%	73
2024 Q2	$85.6K	Buy	1,712 +38	+2%	+$1.97K	0.13%	72
2024 Q1	$88K	Buy	1,674 +2	+0.1%	+$99	0.14%	70
2023 Q4	$79.9K	Buy	+1,672	New	+$73.8K	0.13%	68

Other funds holding FEZ

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

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

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Allspring Global Investments

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