Lugano Financial Advisors SA (LFA)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $388K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $915K | Sell |
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|
2023
Q4 | $965K | Sell |
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|
2023
Q3 | $3.51M | Sell |
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|
2023
Q2 | $4.59M | Buy |
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|
2023
Q1 | $4.42M | Sell |
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|
2022
Q4 | $4.46M | Sell |
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|
2022
Q3 | $4.34M | Sell |
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|
2022
Q2 | $5.13M | Buy |
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|
2022
Q1 | $5.39M | Sell |
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|
2021
Q4 | $6.04M | Sell |
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|
2021
Q3 | $6.36M | Buy |
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|
2021
Q2 | $6.81M | Buy |
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|
2021
Q1 | $6.07M | Buy |
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|
2020
Q4 | $5.84M | Buy |
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|
2020
Q3 | $4.05M | Buy |
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|
2020
Q2 | $179K | Buy |
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|
2020
Q1 | $93K | Hold |
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|
2019
Q4 | $99K | Buy |
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