Lugano Financial Advisors SA (LFA)’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$212K	Hold	2,522	–	–	0.11%	76
2025 Q4	$212K	Buy	2,522 +712	+39%	+$60.1K	0.11%	79
2025 Q3	$151K	Hold	1,810	–	–	0.08%	95
2025 Q2	$137K	Hold	1,810	–	–	0.08%	97
2025 Q1	$131K	Buy	1,810 +560	+45%	+$41.1K	0.09%	93
2024 Q4	$89.5K	Hold	1,250	–	–	0.06%	116
2024 Q3	$106K	Hold	1,250	–	–	0.07%	112
2024 Q2	$93.8K	Hold	1,250	–	–	0.07%	107
2024 Q1	$98.4K	Hold	1,250	–	–	0.07%	108
2023 Q4	$101K	Hold	1,250	–	–	0.08%	89
2023 Q3	$93.2K	Hold	1,250	–	–	0.08%	90
2023 Q2	$98.8K	Hold	1,250	–	–	0.07%	101
2023 Q1	$99K	Hold	1,250	–	–	0.07%	69
2022 Q4	$98.6K	Hold	1,250	–	–	0.07%	71
2022 Q3	$89K	Sell	1,250 -72	-5%	-$5.7K	0.07%	71
2022 Q2	$105K	Sell	1,322 -2,490	-65%	-$205K	0.07%	70
2022 Q1	$324K	Sell	3,812 -361	-9%	-$31.2K	0.22%	51
2021 Q4	$379K	Hold	4,173	–	–	0.22%	47
2021 Q3	$400K	Buy	4,173 +72	+2%	+$7.08K	0.26%	44
2021 Q2	$408K	Hold	4,101	–	–	0.26%	43
2021 Q1	$389K	Sell	4,101 -1,018	-20%	-$98.2K	0.27%	41
2020 Q4	$478K	Hold	5,119	–	–	0.37%	39
2020 Q3	$419K	Hold	5,119	–	–	0.39%	41
2020 Q2	$349K	Buy	5,119 +2,629	+106%	+$167K	0.37%	41
2020 Q1	$165K	Hold	2,490	–	–	0.15%	75
2019 Q4	$164K	Buy	+2,490	New	+$154K	0.12%	80
2019 Q2	$144K	Hold	2,490	–	–	0.09%	84
2019 Q1	$146K	Hold	2,490	–	–	0.09%	89
2018 Q4	$145K	Hold	2,490	–	–	0.1%	95
2018 Q3	$145K	Buy	+2,490	New	+$144K	0.1%	95

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lugano Financial Advisors SA (LFA) held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q1 2026 at 2,522 shares worth $212K. The position accounts for 0.11% of the portfolio, ranked #76.

Lugano Financial Advisors SA (LFA) first reported a position in SDG in Q3 2018 and has held it in 30 quarters since. The position peaked at $478K in Q4 2020. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 2,522 shares of iShares MSCI Global Sustainable Development Goals ETF worth $212K as of Q1 2026.
Lugano Financial Advisors SA (LFA) left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q1 2026.
iShares MSCI Global Sustainable Development Goals ETF made up 0.11% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #76 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2018 and has held it in 30 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares MSCI Global Sustainable Development Goals ETF position peaked at $478K in Q4 2020.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

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