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Lugano Financial Advisors SA (LFA)’s iShares Global Tech ETF IXN Stock Holding History

Lugano Financial Advisors SA (LFA)’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-900
Closed -$76.3K – 202
2024
Q4 		$76.3K Hold
900
– – 0.05% 127
2024
Q3 		$74.3K Hold
900
– – 0.05% 126
2024
Q2 		$74.5K Hold
900
– – 0.06% 116
2024
Q1 		$67.3K Hold
900
– – 0.05% 119
2023
Q4 		$61.4K Buy
900
+700
+350% +$44K 0.05% 103
2023
Q3 		$11.6K Buy
+200
New +$12.2K 0.01% 145

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s IXN Position: Q1 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares Global Tech ETF (IXN) in Q1 2025, closing a stake of 900 shares — an estimated $76.3K sold.

Lugano Financial Advisors SA (LFA) first reported a position in IXN in Q3 2023 and held it in 6 quarters. The position peaked at $76.3K in Q4 2024. 444 funds tracked by Wall St. Rank hold IXN as of Q1 2025.

  • Lugano Financial Advisors SA (LFA) reported no remaining iShares Global Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 900 iShares Global Tech ETF shares in Q1 2025, an estimated $76.3K.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares Global Tech ETF in Q3 2023 and held it in 6 quarters.
  • Lugano Financial Advisors SA (LFA)'s iShares Global Tech ETF position peaked at $76.3K in Q4 2024.
  • 444 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2025, filed 28 Apr 2025.