Lugano Financial Advisors SA (LFA)’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Hold |
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2025
Q1 | $131K | Buy |
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|
2024
Q4 | $89.5K | Hold |
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|
2024
Q3 | $106K | Hold |
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|
2024
Q2 | $93.8K | Hold |
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|
2024
Q1 | $98.4K | Hold |
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|
2023
Q4 | $101K | Hold |
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|
2023
Q3 | $93.2K | Hold |
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|
2023
Q2 | $98.8K | Hold |
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|
2023
Q1 | $99K | Hold |
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|
2022
Q4 | $98.6K | Hold |
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|
2022
Q3 | $89K | Sell |
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|
2022
Q2 | $105K | Sell |
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|
2022
Q1 | $324K | Sell |
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|
2021
Q4 | $379K | Hold |
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|
2021
Q3 | $400K | Buy |
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|
2021
Q2 | $408K | Hold |
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|
2021
Q1 | $389K | Sell |
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|
2020
Q4 | $478K | Hold |
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|
2020
Q3 | $419K | Hold |
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|
2020
Q2 | $349K | Buy |
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|
2020
Q1 | $165K | Hold |
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|
2019
Q4 | $164K | Buy |
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|
2019
Q2 | $144K | Hold |
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|
2019
Q1 | $146K | Hold |
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|
2018
Q4 | $145K | Hold |
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|
2018
Q3 | $145K | Buy |
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