LFASL
Lugano Financial Advisors SA (LFA)’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.4K | Hold |
499
| – | – | 0.02% | 160 |
|
|
2025
Q1 | $27.7K | Hold |
499
| – | – | 0.02% | 152 |
|
|
2024
Q4 | $26K | Hold |
499
| – | – | 0.02% | 167 |
|
|
2024
Q3 | $28.6K | Hold |
499
| – | – | 0.02% | 161 |
|
|
2024
Q2 | $26.5K | Hold |
499
| – | – | 0.02% | 150 |
|
|
2024
Q1 | $26.6K | Hold |
499
| – | – | 0.02% | 141 |
|
|
2023
Q4 | $25.5K | Hold |
499
| – | – | 0.02% | 133 |
|
|
2023
Q3 | $23.5K | Sell |
499
-225
| -31% | -$10.6K | 0.02% | 132 |
|
|
2023
Q2 | $35.6K | Hold |
724
| – | – | 0.02% | 141 |
|
|
2023
Q1 | $35.3K | Hold |
724
| – | – | 0.03% | 94 |
|
|
2022
Q4 | $32.9K | Hold |
724
| – | – | 0.02% | 100 |
|
|
2022
Q3 | $29K | Hold |
724
| – | – | 0.02% | 95 |
|
|
2022
Q2 | $32K | Hold |
724
| – | – | 0.02% | 99 |
|
|
2022
Q1 | $39K | Hold |
724
| – | – | 0.03% | 86 |
|
|
2021
Q4 | $40K | Hold |
724
| – | – | 0.02% | 99 |
|
|
2021
Q3 | $40K | Hold |
724
| – | – | 0.03% | 87 |
|
|
2021
Q2 | $42K | Hold |
724
| – | – | 0.03% | 87 |
|
|
2021
Q1 | $40K | Hold |
724
| – | – | 0.03% | 84 |
|
|
2020
Q4 | $38K | Sell |
724
-424
| -37% | -$22.3K | 0.03% | 93 |
|
|
2020
Q3 | $54K | Hold |
1,148
| – | – | 0.05% | 88 |
|
|
2020
Q2 | $51K | Hold |
1,148
| – | – | 0.05% | 91 |
|
|
2020
Q1 | $54K | Hold |
1,148
| – | – | 0.05% | 103 |
|
|
2019
Q4 | $56K | Buy |
+1,148
| New | +$56K | 0.04% | 106 |
|
|
2019
Q2 | $54K | Hold |
1,148
| – | – | 0.03% | 105 |
|
|
2019
Q1 | $53K | Hold |
1,148
| – | – | 0.03% | 105 |
|
|
2018
Q4 | $55K | Hold |
1,148
| – | – | 0.04% | 126 |
|
|
2018
Q3 | $55K | Buy |
1,148
+488
| +74% | +$23.4K | 0.04% | 126 |
|
|
2018
Q2 | $31K | Buy |
+660
| New | +$31K | 0.03% | 111 |
|