LFASL
Lugano Financial Advisors SA (LFA)’s iShares MSCI United Kingdom ETF EWU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $547K | Hold |
13,769
| – | – | 0.32% | 39 |
|
2025
Q1 | $516K | Buy |
13,769
+1,000
| +8% | +$37.5K | 0.35% | 40 |
|
2024
Q4 | $433K | Buy |
12,769
+850
| +7% | +$28.8K | 0.28% | 46 |
|
2024
Q3 | $446K | Hold |
11,919
| – | – | 0.3% | 45 |
|
2024
Q2 | $416K | Sell |
11,919
-2,955
| -20% | -$103K | 0.32% | 44 |
|
2024
Q1 | $509K | Sell |
14,874
-549
| -4% | -$18.8K | 0.37% | 43 |
|
2023
Q4 | $510K | Buy |
15,423
+4,586
| +42% | +$152K | 0.4% | 40 |
|
2023
Q3 | $343K | Buy |
10,837
+1,474
| +16% | +$46.6K | 0.29% | 43 |
|
2023
Q2 | $303K | Hold |
9,363
| – | – | 0.2% | 58 |
|
2023
Q1 | $302K | Sell |
9,363
-2,586
| -22% | -$83.4K | 0.23% | 42 |
|
2022
Q4 | $366K | Sell |
11,949
-777
| -6% | -$23.8K | 0.27% | 45 |
|
2022
Q3 | $334K | Hold |
12,726
| – | – | 0.26% | 54 |
|
2022
Q2 | $381K | Hold |
12,726
| – | – | 0.27% | 48 |
|
2022
Q1 | $429K | Hold |
12,726
| – | – | 0.29% | 47 |
|
2021
Q4 | $422K | Hold |
12,726
| – | – | 0.24% | 45 |
|
2021
Q3 | $410K | Buy |
12,726
+189
| +2% | +$6.09K | 0.27% | 42 |
|
2021
Q2 | $410K | Buy |
12,537
+890
| +8% | +$29.1K | 0.26% | 42 |
|
2021
Q1 | $365K | Sell |
11,647
-2,091
| -15% | -$65.5K | 0.26% | 43 |
|
2020
Q4 | $402K | Buy |
+13,738
| New | +$402K | 0.31% | 45 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 115 |
|
2020
Q2 | – | Sell |
-10,488
| Closed | -$342K | – | 119 |
|
2020
Q1 | $342K | Buy |
10,488
+818
| +8% | +$26.7K | 0.31% | 48 |
|
2019
Q4 | $330K | Buy |
+9,670
| New | +$330K | 0.24% | 54 |
|
2019
Q2 | $170K | Hold |
5,253
| – | – | 0.11% | 77 |
|
2019
Q1 | $173K | Buy |
+5,253
| New | +$173K | 0.1% | 78 |
|