Lugano Financial Advisors SA (LFA)’s iShares Global Healthcare ETF IXJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,660	Closed	-$151K	–	253
2025 Q1	$151K	Hold	1,660	–	–	0.1%	85
2024 Q4	$143K	Buy	1,660 +1,094	+193%	+$101K	0.09%	90
2024 Q3	$55.6K	Buy	+566	New	+$54.9K	0.04%	140
2022 Q3	–	Sell	-100	Closed	-$8K	–	128
2022 Q2	$8K	Hold	100	–	–	0.01%	120
2022 Q1	$9K	Hold	100	–	–	0.01%	100
2021 Q4	$9K	Hold	100	–	–	0.01%	111
2021 Q3	$8K	Buy	+100	New	+$8.65K	0.01%	99

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s IXJ Position: Q2 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares Global Healthcare ETF (IXJ) in Q2 2025, closing a stake of 1,660 shares — an estimated $151K sold.

Lugano Financial Advisors SA (LFA) first reported a position in IXJ in Q3 2021 and held it in 7 quarters. The position peaked at $151K in Q1 2025. 268 funds tracked by Wall St. Rank hold IXJ as of Q2 2025.

Lugano Financial Advisors SA (LFA) reported no remaining iShares Global Healthcare ETF position as of Q2 2025 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 1,660 iShares Global Healthcare ETF shares in Q2 2025, an estimated $151K.
Lugano Financial Advisors SA (LFA) first reported a position in iShares Global Healthcare ETF in Q3 2021 and held it in 7 quarters.
Lugano Financial Advisors SA (LFA)'s iShares Global Healthcare ETF position peaked at $151K in Q1 2025.
268 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2025, filed 7 Aug 2025.