Lugano Financial Advisors SA (LFA)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-229,552	Closed	-$21.9M	–	276
2026 Q1	$21.9M	Hold	229,552	–	–	11.16%	2
2025 Q4	$21.8M	Hold	229,552	–	–	11.27%	2
2025 Q3	$21.3M	Hold	229,552	–	–	11.25%	2
2025 Q2	$20.5M	Buy	+229,552	New	+$19.6M	12.14%	2
2020 Q4	–	Sell	-5,877	Closed	-$382K	–	108
2020 Q3	$382K	Hold	5,877	–	–	0.35%	45
2020 Q2	$363K	Sell	5,877 -4,773	-45%	-$274K	0.38%	40
2020 Q1	$712K	Hold	10,650	–	–	0.64%	32
2019 Q4	$732K	Buy	+10,650	New	+$710K	0.53%	33
2019 Q2	$685K	Buy	10,650 +4,650	+78%	+$297K	0.42%	33
2019 Q1	$379K	Buy	+6,000	New	+$368K	0.23%	44

Other funds holding ESGD

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

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

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

Lugano Financial Advisors SA (LFA) sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 229,552 shares — an estimated $21.9M sold.

Lugano Financial Advisors SA (LFA) first reported a position in ESGD in Q1 2019 and held it in 10 quarters. The position peaked at $21.9M in Q1 2026. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Lugano Financial Advisors SA (LFA) reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 229,552 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $21.9M.
Lugano Financial Advisors SA (LFA) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2019 and held it in 10 quarters.
Lugano Financial Advisors SA (LFA)'s iShares ESG Aware MSCI EAFE ETF position peaked at $21.9M in Q1 2026.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

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