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Lugano Financial Advisors SA (LFA)’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Lugano Financial Advisors SA (LFA)’s Portfolio IXUS Stock Details IXUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32K Hold
369
– – 0.02% 172
2025
Q4 		$31.2K Hold
369
– – 0.02% 182
2025
Q3 		$30.5K Hold
369
– – 0.02% 176
2025
Q2 		$28.5K Buy
+369
New +$26.9K 0.02% 165

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s IXUS Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q1 2026 at 369 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #172.

Lugano Financial Advisors SA (LFA) first reported a position in IXUS in Q2 2025 and has held it in 4 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 369 shares of iShares Core MSCI Total International Stock ETF worth $32K as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) left its iShares Core MSCI Total International Stock ETF share count unchanged in Q1 2026.
  • iShares Core MSCI Total International Stock ETF made up 0.02% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #172 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2025 and has held it in 4 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.