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Lugano Financial Advisors SA (LFA)’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Lugano Financial Advisors SA (LFA)’s Portfolio PICK Stock Details PICK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-460
Closed -$19.9K – 198
2024
Q3 		$19.9K Hold
460
– – 0.01% 165
2024
Q2 		$18.8K Hold
460
– – 0.01% 154
2024
Q1 		$19.2K Hold
460
– – 0.01% 146
2023
Q4 		$19.8K Hold
460
– – 0.02% 142
2023
Q3 		$18.3K Hold
460
– – 0.02% 135
2023
Q2 		$18.6K Buy
+460
New +$18.8K 0.01% 153
2022
Q3 		– Sell
-101
Closed -$3K – 130
2022
Q2 		$3K Sell
101
-52,565
-100% -$2.34M ﹤0.01% 128
2022
Q1 		$2.7M Sell
52,666
-3,315
-6% -$154K 1.8% 21
2021
Q4 		$2.39M Sell
55,981
-511
-0.9% -$21.5K 1.38% 24
2021
Q3 		$2.3M Buy
56,492
+272
+0.5% +$12.2K 1.51% 22
2021
Q2 		$2.54M Buy
56,220
+1,038
+2% +$48K 1.6% 22
2021
Q1 		$2.33M Sell
55,182
-44
-0.1% -$1.79K 1.63% 21
2020
Q4 		$2.03M Buy
+55,226
New +$1.73M 1.57% 19
2019
Q2 		– Sell
-3,100
Closed -$96K – 164
2019
Q1 		$96K Sell
3,100
-25,349
-89% -$753K 0.06% 95
2018
Q4 		$926K Hold
28,449
– – 0.64% 29
2018
Q3 		$926K Sell
28,449
-104,507
-79% -$3.31M 0.64% 29
2018
Q2 		$4.31M Buy
+132,956
New +$4.61M 4.13% 5

Other funds holding PICK

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GP
Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s PICK Position: Q4 2024 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q4 2024, closing a stake of 460 shares — an estimated $19.9K sold.

Lugano Financial Advisors SA (LFA) first reported a position in PICK in Q2 2018 and held it in 17 quarters. The position peaked at $4.31M in Q2 2018. 153 funds tracked by Wall St. Rank hold PICK as of Q4 2024.

  • Lugano Financial Advisors SA (LFA) reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q4 2024 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 460 iShares MSCI Global Metals & Mining Producers ETF shares in Q4 2024, an estimated $19.9K.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q2 2018 and held it in 17 quarters.
  • Lugano Financial Advisors SA (LFA)'s iShares MSCI Global Metals & Mining Producers ETF position peaked at $4.31M in Q2 2018.
  • 153 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q4 2024.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q4 2024, filed 10 Feb 2025.