LFASL
Lugano Financial Advisors SA (LFA)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.5M | Buy |
+229,552
| New | +$20.5M | 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% | -$295K | 0.38% | 40 |
|
|
2020
Q1 | $712K | Hold |
10,650
| – | – | 0.64% | 32 |
|
|
2019
Q4 | $732K | Buy |
+10,650
| New | +$732K | 0.53% | 33 |
|
|
2019
Q2 | $685K | Buy |
10,650
+4,650
| +78% | +$299K | 0.42% | 33 |
|
|
2019
Q1 | $379K | Buy |
+6,000
| New | +$379K | 0.23% | 44 |
|