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Lugano Financial Advisors SA (LFA)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Lugano Financial Advisors SA (LFA)’s Portfolio EMB Stock Details EMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$487K Sell
5,233
-8,873
-63% -$850K 0.29% 44
2026
Q1 		$1.31M Buy
14,106
+1,169
+9% +$112K 0.67% 32
2025
Q4 		$1.25M Buy
12,937
+1,169
+10% +$112K 0.64% 33
2025
Q3 		$1.12M Buy
11,768
+34
+0.3% +$3.18K 0.59% 34
2025
Q2 		$1.08M Sell
11,734
-34
-0.3% -$3.06K 0.64% 32
2025
Q1 		$1.07M Sell
11,768
-698
-6% -$63.2K 0.72% 32
2024
Q4 		$1.11M Sell
12,466
-4,491
-26% -$410K 0.73% 32
2024
Q3 		$1.59M Buy
16,957
+1,124
+7% +$102K 1.08% 26
2024
Q2 		$1.4M Sell
15,833
-1,467
-8% -$130K 1.07% 26
2024
Q1 		$1.55M Sell
17,300
-343
-2% -$30.2K 1.13% 27
2023
Q4 		$1.57M Sell
17,643
-42,427
-71% -$3.57M 1.23% 26
2023
Q3 		$4.96M Sell
60,070
-11,912
-17% -$1.02M 4.24% 4
2023
Q2 		$6.23M Sell
71,982
-572
-0.8% -$48.8K 4.15% 3
2023
Q1 		$6.26M Buy
72,554
+992
+1% +$85.5K 4.74% 3
2022
Q4 		$6.05M Sell
71,562
-2,726
-4% -$225K 4.49% 5
2022
Q3 		$5.9M Sell
74,288
-4,143
-5% -$354K 4.63% 5
2022
Q2 		$6.69M Buy
78,431
+4,268
+6% +$386K 4.68% 4
2022
Q1 		$7.25M Sell
74,163
-2,516
-3% -$255K 4.85% 4
2021
Q4 		$8.36M Sell
76,679
-4,675
-6% -$510K 4.83% 6
2021
Q3 		$8.95M Sell
81,354
-1,314
-2% -$148K 5.88% 4
2021
Q2 		$9.3M Buy
82,668
+201
+0.2% +$22.4K 5.85% 5
2021
Q1 		$8.98M Buy
82,467
+5,691
+7% +$636K 6.28% 3
2020
Q4 		$8.9M Buy
76,776
+11,292
+17% +$1.28M 6.9% 3
2020
Q3 		$7.44M Buy
65,484
+1,519
+2% +$171K 6.9% 4
2020
Q2 		$6.98M Buy
63,965
+16,206
+34% +$1.68M 7.37% 4
2020
Q1 		$5.54M Sell
47,759
-20,333
-30% -$2.24M 4.98% 4
2019
Q4 		$7.8M Buy
+68,092
New +$7.69M 5.7% 3
2019
Q2 		$9.95M Sell
87,795
-25,153
-22% -$2.77M 6.17% 4
2019
Q1 		$12.4M Buy
112,948
+95,839
+560% +$10.3M 7.45% 4
2018
Q4 		$1.84M Hold
17,109
– – 1.28% 16
2018
Q3 		$1.84M Buy
17,109
+302
+2% +$32.4K 1.28% 16
2018
Q2 		$1.78M Buy
+16,807
New +$1.83M 1.71% 19

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

Lugano Financial Advisors SA (LFA) reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 63% in Q2 2026, selling an estimated $850K and leaving 5,233 shares worth $487K. The position accounts for 0.29% of the portfolio, ranked #44.

Lugano Financial Advisors SA (LFA) first reported a position in EMB in Q2 2018 and has held it in 32 quarters since. The position peaked at $12.4M in Q1 2019. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 5,233 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $487K as of Q2 2026.
  • Lugano Financial Advisors SA (LFA) sold 8,873 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $850K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.29% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #44 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2018 and has held it in 32 quarters since.
  • Lugano Financial Advisors SA (LFA)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $12.4M in Q1 2019.
  • 838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

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