Lugano Financial Advisors SA (LFA)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Lugano Financial Advisors SA (LFA)’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$95.8K	Buy	+610	New	+$93.2K	0.06%	113
2020 Q1	–	Sell	-700	Closed	-$55K	–	124
2019 Q4	$55K	Buy	+700	New	+$53.5K	0.04%	107
2019 Q2	$52K	Hold	700	–	–	0.03%	106
2019 Q1	$50K	Hold	700	–	–	0.03%	109
2018 Q4	$52K	Hold	700	–	–	0.04%	129
2018 Q3	$52K	Hold	700	–	–	0.04%	129
2018 Q2	$49K	Buy	+700	New	+$50.8K	0.05%	98

Other funds holding ACWI

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

HIIFS

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s ACWI Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 610 shares worth $95.8K. The stake represents 0.06% of the portfolio and ranks #113 among its holdings. This is a return to the name: Lugano Financial Advisors SA (LFA) previously reported a position in ACWI as recently as Q4 2019.

Lugano Financial Advisors SA (LFA) first reported a position in ACWI in Q2 2018 and has held it in 7 quarters since. 844 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 610 shares of iShares MSCI ACWI ETF worth $95.8K as of Q2 2026.
iShares MSCI ACWI ETF was a new Lugano Financial Advisors SA (LFA) position in Q2 2026.
iShares MSCI ACWI ETF made up 0.06% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #113 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares MSCI ACWI ETF in Q2 2018 and has held it in 7 quarters since.
844 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.