LFASL
Lugano Financial Advisors SA (LFA)’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Hold |
1,810
| – | – | 0.08% | 97 |
|
|
2025
Q1 | $131K | Buy |
1,810
+560
| +45% | +$40.5K | 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% | -$5.13K | 0.07% | 71 |
|
|
2022
Q2 | $105K | Sell |
1,322
-2,490
| -65% | -$198K | 0.07% | 70 |
|
|
2022
Q1 | $324K | Sell |
3,812
-361
| -9% | -$30.7K | 0.22% | 51 |
|
|
2021
Q4 | $379K | Hold |
4,173
| – | – | 0.22% | 47 |
|
|
2021
Q3 | $400K | Buy |
4,173
+72
| +2% | +$6.9K | 0.26% | 44 |
|
|
2021
Q2 | $408K | Hold |
4,101
| – | – | 0.26% | 43 |
|
|
2021
Q1 | $389K | Sell |
4,101
-1,018
| -20% | -$96.6K | 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% | +$179K | 0.37% | 41 |
|
|
2020
Q1 | $165K | Hold |
2,490
| – | – | 0.15% | 75 |
|
|
2019
Q4 | $164K | Buy |
+2,490
| New | +$164K | 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 | +$145K | 0.1% | 95 |
|