Lugano Financial Advisors SA (LFA)’s iShare MSCI Eurozone ETF EZU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.7K	Hold	197	–	–	0.01%	232
2026 Q1	$12.3K	Hold	197	–	–	0.01%	204
2025 Q4	$12.6K	Sell	197 -683	-78%	-$42.8K	0.01%	207
2025 Q3	$54.5K	Buy	+880	New	+$52.8K	0.03%	136
2021 Q1	–	Sell	-9,000	Closed	-$397K	–	106
2020 Q4	$397K	Buy	+9,000	New	+$371K	0.31%	46
2019 Q1	–	Sell	-2,047	Closed	-$84K	–	149
2018 Q4	$84K	Hold	2,047	–	–	0.06%	113
2018 Q3	$84K	Sell	2,047 -182	-8%	-$7.55K	0.06%	113
2018 Q2	$91K	Buy	+2,229	New	+$97.2K	0.09%	85

Other funds holding EZU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s EZU Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its iShare MSCI Eurozone ETF (EZU) position steady in Q2 2026 at 197 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #232.

Lugano Financial Advisors SA (LFA) first reported a position in EZU in Q2 2018 and has held it in 8 quarters since. The position peaked at $397K in Q4 2020. 361 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 197 shares of iShare MSCI Eurozone ETF worth $13.7K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its iShare MSCI Eurozone ETF share count unchanged in Q2 2026.
iShare MSCI Eurozone ETF made up 0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #232 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShare MSCI Eurozone ETF in Q2 2018 and has held it in 8 quarters since.
Lugano Financial Advisors SA (LFA)'s iShare MSCI Eurozone ETF position peaked at $397K in Q4 2020.
361 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.