Lugano Financial Advisors SA (LFA)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$157K	Hold	1,628	–	–	0.09%	94
2026 Q1	$147K	Hold	1,628	–	–	0.08%	98
2025 Q4	$146K	Hold	1,628	–	–	0.08%	99
2025 Q3	$142K	Hold	1,628	–	–	0.07%	102
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%	+$3.38K	0.09%	94
2024 Q1	$117K	Sell	1,582 -800	-34%	-$56.9K	0.09%	97
2023 Q4	$168K	Buy	+2,382	New	+$157K	0.13%	64

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Lugano Financial Advisors SA (LFA) held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 1,628 shares worth $157K. The position accounts for 0.09% of the portfolio, ranked #94.

Lugano Financial Advisors SA (LFA) first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $168K in Q4 2023. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 1,628 shares of iShares Core MSCI EAFE ETF worth $157K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.09% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #94 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares Core MSCI EAFE ETF position peaked at $168K in Q4 2023.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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