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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$199K	Buy	982 +259	+36%	+$51.2K	0.12%	83
2026 Q1	$130K	Buy	723 +124	+21%	+$23.2K	0.07%	101
2025 Q4	$111K	Hold	599	–	–	0.06%	117
2025 Q3	$109K	Buy	599 +491	+455%	+$85.8K	0.06%	111
2025 Q2	$18.3K	Buy	+108	New	+$17.1K	0.01%	190
2024 Q4	–	Sell	-2,978	Closed	-$467K	–	201
2024 Q3	$467K	Buy	2,978 +1,110	+59%	+$167K	0.32%	43
2024 Q2	$276K	Buy	1,868 +506	+37%	+$72.9K	0.21%	54
2024 Q1	$197K	Buy	1,362 +952	+232%	+$131K	0.14%	67
2023 Q4	$54.5K	Buy	+410	New	+$51.1K	0.04%	107
2019 Q1	–	Sell	-1,628	Closed	-$149K	–	175
2018 Q4	$149K	Hold	1,628	–	–	0.1%	94
2018 Q3	$149K	Hold	1,628	–	–	0.1%	94
2018 Q2	$141K	Buy	+1,628	New	+$144K	0.14%	74

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s URTH Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) increased its iShares MSCI World ETF (URTH) stake by 36% in Q2 2026, buying an estimated $51.2K and bringing the position to 982 shares worth $199K. The position accounts for 0.12% of the portfolio, ranked #83.

Lugano Financial Advisors SA (LFA) first reported a position in URTH in Q2 2018 and has held it in 12 quarters since. The position peaked at $467K in Q3 2024. 273 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 982 shares of iShares MSCI World ETF worth $199K as of Q2 2026.
Lugano Financial Advisors SA (LFA) bought 259 iShares MSCI World ETF shares in Q2 2026, an estimated $51.2K.
iShares MSCI World ETF made up 0.12% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #83 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares MSCI World ETF in Q2 2018 and has held it in 12 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares MSCI World ETF position peaked at $467K in Q3 2024.
273 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.