Lugano Financial Advisors SA (LFA)’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Sell |
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|
2025
Q1 | $5.5M | Hold |
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|
2024
Q4 | $5.82M | Buy |
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|
2024
Q3 | $5.46M | Sell |
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|
2024
Q2 | $5.53M | Buy |
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|
2024
Q1 | $3.41M | Hold |
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|
2023
Q4 | $3.14M | Buy |
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|
2023
Q3 | $2.36M | Buy |
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|
2023
Q2 | $1.93M | Hold |
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|
2023
Q1 | $1.81M | Sell |
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|
2022
Q4 | $1.82M | Hold |
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|
2022
Q3 | $1.67M | Hold |
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|
2022
Q2 | $1.78M | Sell |
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|
2022
Q1 | $2.28M | Hold |
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|
2021
Q4 | $2.5M | Sell |
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|
2021
Q3 | $2.59M | Hold |
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|
2021
Q2 | $2.58M | Hold |
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|
2021
Q1 | $2.37M | Sell |
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|
2020
Q4 | $3.51M | Sell |
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|
2020
Q3 | $3.84M | Sell |
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|
2020
Q2 | $3.97M | Buy |
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|
2020
Q1 | $2.06M | Hold |
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|
2019
Q4 | $2.05M | Buy |
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|
2019
Q2 | $1.7M | Buy |
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|
2019
Q1 | $1.56M | Buy |
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|
2018
Q4 | $406K | Hold |
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|
2018
Q3 | $406K | Buy |
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