Lugano Financial Advisors SA (LFA)’s iShares MSCI World ETF URTH Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$109K	Buy
2025 Q2	$18.3K	Buy
2024 Q4	–	Sell
2024 Q3	$467K	Buy
2024 Q2	$276K	Buy
2024 Q1	$197K	Buy
2023 Q4	$54.5K	Buy
2019 Q1	–	Sell
2018 Q4	$149K	Hold
2018 Q3	$149K	Hold
2018 Q2	$141K	Buy