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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.9M | Hold |
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|
2025
Q4 | $21.8M | Hold |
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2025
Q3 | $21.3M | Hold |
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|
2025
Q2 | $20.5M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $382K | Hold |
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|
2020
Q2 | $363K | Sell |
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|
2020
Q1 | $712K | Hold |
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|
2019
Q4 | $732K | Buy |
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|
2019
Q2 | $685K | Buy |
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|
2019
Q1 | $379K | Buy |
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