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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 $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return