Lugano Financial Advisors SA (LFA)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$71.6K	Buy	1,261 +133	+12%	+$7.82K	0.04%	126
2025 Q4	$61.7K	Buy	1,128 +378	+50%	+$20.6K	0.03%	140
2025 Q3	$40K	Buy	+750	New	+$37.7K	0.02%	157
2024 Q2	–	Sell	-11,073	Closed	-$455K	–	175
2024 Q1	$455K	Buy	11,073 +247	+2%	+$9.83K	0.33%	46
2023 Q4	$435K	Sell	10,826 -7,756	-42%	-$299K	0.34%	43
2023 Q3	$705K	Buy	18,582 +217	+1%	+$8.59K	0.6%	31
2023 Q2	$727K	Sell	18,365 -12	-0.1%	-$472	0.48%	36
2023 Q1	$725K	Sell	18,377 -2,476	-12%	-$98.5K	0.55%	33
2022 Q4	$790K	Buy	20,853 +2,771	+15%	+$102K	0.59%	33
2022 Q3	$631K	Sell	18,082 -4,207	-19%	-$164K	0.5%	38
2022 Q2	$893K	Buy	22,289 +4,207	+23%	+$176K	0.62%	36
2022 Q1	$813K	Sell	18,082 -25,868	-59%	-$1.22M	0.54%	37
2021 Q4	$2.15M	Sell	43,950 -775	-2%	-$39K	1.24%	26
2021 Q3	$2.25M	Sell	44,725 -5,032	-10%	-$262K	1.48%	24
2021 Q2	$2.74M	Sell	49,757 -260	-0.5%	-$14.1K	1.73%	19
2021 Q1	$2.67M	Sell	50,017 -16,894	-25%	-$925K	1.87%	19
2020 Q4	$3.46M	Sell	66,911 -16,335	-20%	-$785K	2.68%	12
2020 Q3	$3.71M	Sell	83,246 -4,847	-6%	-$213K	3.44%	8
2020 Q2	$3.59M	Buy	88,093 +6,104	+7%	+$228K	3.79%	7
2020 Q1	$3.45M	Sell	81,989 -8,601	-9%	-$353K	3.11%	7
2019 Q4	$4.07M	Buy	+90,590	New	+$3.89M	2.97%	8
2019 Q2	$6.08M	Buy	141,695 +3,463	+3%	+$147K	3.77%	7
2019 Q1	$5.93M	Buy	138,232 +109,357	+379%	+$4.6M	3.55%	8
2018 Q4	$1.24M	Hold	28,875	–	–	0.86%	21
2018 Q3	$1.24M	Sell	28,875 -2,125	-7%	-$91.7K	0.86%	21
2018 Q2	$1.33M	Buy	+31,000	New	+$1.43M	1.28%	22

Other funds holding EEM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s EEM Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) increased its iShares MSCI Emerging Markets ETF (EEM) stake by 12% in Q1 2026, buying an estimated $7.82K and bringing the position to 1,261 shares worth $71.6K. The position accounts for 0.04% of the portfolio, ranked #126.

Lugano Financial Advisors SA (LFA) first reported a position in EEM in Q2 2018 and has held it in 26 quarters since. The position peaked at $6.08M in Q2 2019. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 1,261 shares of iShares MSCI Emerging Markets ETF worth $71.6K as of Q1 2026.
Lugano Financial Advisors SA (LFA) bought 133 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $7.82K.
iShares MSCI Emerging Markets ETF made up 0.04% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #126 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares MSCI Emerging Markets ETF in Q2 2018 and has held it in 26 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares MSCI Emerging Markets ETF position peaked at $6.08M in Q2 2019.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.