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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38K	Hold	499	–	–	0.02%	178
2026 Q1	$34.2K	Hold	499	–	–	0.02%	169
2025 Q4	$33.5K	Hold	499	–	–	0.02%	179
2025 Q3	$32.4K	Hold	499	–	–	0.02%	173
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%	-$11K	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%	-$21K	0.03%	93
2020 Q3	$54K	Hold	1,148	–	–	0.05%	89
2020 Q2	$51K	Hold	1,148	–	–	0.05%	92
2020 Q1	$54K	Hold	1,148	–	–	0.05%	103
2019 Q4	$56K	Buy	+1,148	New	+$54.7K	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%	+$23.2K	0.04%	126
2018 Q2	$31K	Buy	+660	New	+$32.7K	0.03%	111

Other funds holding ACWX

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

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Lugano Financial Advisors SA (LFA) held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 499 shares worth $38K. The position accounts for 0.02% of the portfolio, ranked #178.

Lugano Financial Advisors SA (LFA) first reported a position in ACWX in Q2 2018 and has held it in 32 quarters since. The position peaked at $56K in Q4 2019. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 499 shares of iShares MSCI ACWI ex US ETF worth $38K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.02% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #178 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares MSCI ACWI ex US ETF in Q2 2018 and has held it in 32 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares MSCI ACWI ex US ETF position peaked at $56K in Q4 2019.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

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