Lugano Financial Advisors SA (LFA)’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Lugano Financial Advisors SA (LFA)’s Portfolio EUFN Stock Details EUFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-42,940	Closed	-$753K	–	113
2022 Q4	$753K	Sell	42,940 -22,352	-34%	-$362K	0.56%	34
2022 Q3	$908K	Sell	65,292 -4,159	-6%	-$64.2K	0.71%	33
2022 Q2	$1.09M	Buy	69,451 +4,499	+7%	+$78.3K	0.76%	34
2022 Q1	$1.23M	Buy	64,952 +63,430	+4,168%	+$1.26M	0.82%	32
2021 Q4	$31K	Hold	1,522	–	–	0.02%	101
2021 Q3	$30K	Sell	1,522 -15,800	-91%	-$313K	0.02%	89
2021 Q2	$339K	Hold	17,322	–	–	0.21%	47
2021 Q1	$334K	Hold	17,322	–	–	0.23%	46
2020 Q4	$304K	Sell	17,322 -5,000	-22%	-$79.1K	0.24%	53
2020 Q3	$338K	Hold	22,322	–	–	0.31%	46
2020 Q2	$322K	Hold	22,322	–	–	0.34%	44
2020 Q1	$414K	Hold	22,322	–	–	0.37%	42
2019 Q4	$435K	Buy	+22,322	New	+$414K	0.32%	43
2019 Q2	$468K	Hold	25,800	–	–	0.29%	39
2019 Q1	$468K	Buy	25,800 +9,550	+59%	+$173K	0.28%	36
2018 Q4	$330K	Hold	16,250	–	–	0.23%	54
2018 Q3	$330K	Hold	16,250	–	–	0.23%	54
2018 Q2	$326K	Buy	+16,250	New	+$366K	0.31%	48

Other funds holding EUFN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s EUFN Position: Q1 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2023, closing a stake of 42,940 shares — an estimated $753K sold.

Lugano Financial Advisors SA (LFA) first reported a position in EUFN in Q2 2018 and held it in 18 quarters. The position peaked at $1.23M in Q1 2022. 120 funds tracked by Wall St. Rank hold EUFN as of Q1 2023.

Lugano Financial Advisors SA (LFA) reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2023 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 42,940 iShares MSCI Europe Financials ETF shares in Q1 2023, an estimated $753K.
Lugano Financial Advisors SA (LFA) first reported a position in iShares MSCI Europe Financials ETF in Q2 2018 and held it in 18 quarters.
Lugano Financial Advisors SA (LFA)'s iShares MSCI Europe Financials ETF position peaked at $1.23M in Q1 2022.
120 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2023, filed 9 May 2023.