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

Lugano Financial Advisors SA (LFA)’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.03M Buy
22,721
+13,947
+159% +$659K 0.53% 34
2025
Q4 		$388K Buy
+8,774
New +$387K 0.2% 52
2024
Q2 		– Sell
-28,392
Closed -$915K – 176
2024
Q1 		$915K Sell
28,392
-1,703
-6% -$53.7K 0.67% 35
2023
Q4 		$965K Sell
30,095
-85,740
-74% -$2.64M 0.76% 36
2023
Q3 		$3.51M Sell
115,835
-29,383
-20% -$930K 3% 13
2023
Q2 		$4.59M Buy
145,218
+4,788
+3% +$150K 3.06% 9
2023
Q1 		$4.42M Sell
140,430
-7,807
-5% -$247K 3.35% 9
2022
Q4 		$4.46M Sell
148,237
-8,681
-6% -$254K 3.31% 9
2022
Q3 		$4.34M Sell
156,918
-1,791
-1% -$55.9K 3.41% 9
2022
Q2 		$5.13M Buy
158,709
+13,902
+10% +$471K 3.58% 9
2022
Q1 		$5.39M Sell
144,807
-7,046
-5% -$271K 3.61% 9
2021
Q4 		$6.04M Sell
151,853
-1,642
-1% -$67.7K 3.48% 11
2021
Q3 		$6.36M Buy
153,495
+2,438
+2% +$104K 4.17% 7
2021
Q2 		$6.81M Buy
151,057
+10,912
+8% +$483K 4.29% 9
2021
Q1 		$6.07M Buy
140,145
+1,048
+0.8% +$46.6K 4.25% 9
2020
Q4 		$5.84M Buy
139,097
+26,542
+24% +$1.03M 4.53% 8
2020
Q3 		$4.05M Buy
112,555
+107,079
+1,955% +$3.79M 3.76% 6
2020
Q2 		$179K Buy
5,476
+2,722
+99% +$81.8K 0.19% 62
2020
Q1 		$93K Hold
2,754
– – 0.08% 92
2019
Q4 		$99K Buy
+2,754
New +$94.4K 0.07% 95

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s ESGE Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 159% in Q1 2026, buying an estimated $659K and bringing the position to 22,721 shares worth $1.03M. The position accounts for 0.53% of the portfolio, ranked #34.

Lugano Financial Advisors SA (LFA) first reported a position in ESGE in Q4 2019 and has held it in 20 quarters since. The position peaked at $6.81M in Q2 2021. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 22,721 shares of iShares ESG Aware MSCI EM ETF worth $1.03M as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) bought 13,947 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $659K.
  • iShares ESG Aware MSCI EM ETF made up 0.53% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #34 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and has held it in 20 quarters since.
  • Lugano Financial Advisors SA (LFA)'s iShares ESG Aware MSCI EM ETF position peaked at $6.81M in Q2 2021.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.