Lugano Financial Advisors SA (LFA)’s iShares MSCI World ETF URTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $111K | Hold |
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|
2025
Q3 | $109K | Buy |
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|
2025
Q2 | $18.3K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $467K | Buy |
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|
2024
Q2 | $276K | Buy |
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|
2024
Q1 | $197K | Buy |
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|
2023
Q4 | $54.5K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $149K | Hold |
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|
2018
Q3 | $149K | Hold |
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|
2018
Q2 | $141K | Buy |
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