Lugano Financial Advisors SA (LFA)’s iShares US Consumer Staples ETF IYK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,809	Closed	-$119K	–	185
2024 Q2	$119K	Hold	1,809	–	–	0.09%	93
2024 Q1	$122K	Hold	1,809	–	–	0.09%	92
2023 Q4	$116K	Hold	1,809	–	–	0.09%	82
2023 Q3	$112K	Sell	1,809 -20,691	-92%	-$1.37M	0.1%	81
2023 Q2	$1.5M	Buy	22,500 +432	+2%	+$29K	1%	28
2023 Q1	$1.47M	Sell	22,068 -636	-3%	-$41.6K	1.11%	28
2022 Q4	$1.53M	Sell	22,704 -5,271	-19%	-$347K	1.14%	24
2022 Q3	$1.68M	Buy	27,975 +3,975	+17%	+$261K	1.32%	22
2022 Q2	$1.56M	Buy	+24,000	New	+$1.61M	1.09%	27

Other funds holding IYK

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s IYK Position: Q3 2024 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares US Consumer Staples ETF (IYK) in Q3 2024, closing a stake of 1,809 shares — an estimated $119K sold.

Lugano Financial Advisors SA (LFA) first reported a position in IYK in Q2 2022 and held it in 9 quarters. The position peaked at $1.68M in Q3 2022. 233 funds tracked by Wall St. Rank hold IYK as of Q3 2024.

Lugano Financial Advisors SA (LFA) reported no remaining iShares US Consumer Staples ETF position as of Q3 2024 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 1,809 iShares US Consumer Staples ETF shares in Q3 2024, an estimated $119K.
Lugano Financial Advisors SA (LFA) first reported a position in iShares US Consumer Staples ETF in Q2 2022 and held it in 9 quarters.
Lugano Financial Advisors SA (LFA)'s iShares US Consumer Staples ETF position peaked at $1.68M in Q3 2022.
233 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2024.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2024, filed 7 Nov 2024.