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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20.5M Buy
2020
Q4
Sell
2020
Q3
$382K Hold
2020
Q2
$363K Sell
2020
Q1
$712K Hold
2019
Q4
$732K Buy
2019
Q2
$685K Buy
2019
Q1
$379K Buy