LFASL
Lugano Financial Advisors SA (LFA)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Hold |
1,628
| – | – | 0.08% | 99 |
|
|
2025
Q1 | $123K | Hold |
1,628
| – | – | 0.08% | 98 |
|
|
2024
Q4 | $114K | Hold |
1,628
| – | – | 0.07% | 106 |
|
|
2024
Q3 | $127K | Hold |
1,628
| – | – | 0.09% | 102 |
|
|
2024
Q2 | $118K | Buy |
1,628
+46
| +3% | +$3.34K | 0.09% | 94 |
|
|
2024
Q1 | $117K | Sell |
1,582
-800
| -34% | -$59.4K | 0.09% | 97 |
|
|
2023
Q4 | $168K | Buy |
+2,382
| New | +$168K | 0.13% | 64 |
|