Carolinas Wealth Consulting’s VanEck Semiconductor ETF SMH Stock Holding History

Carolinas Wealth Consulting’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-120	Closed	-$25.3K	–	795
2025 Q1	$25.3K	Buy	120 +27	+29%	+$6.47K	0.01%	429
2024 Q4	$22.4K	Buy	93 +7	+8%	+$1.74K	﹤0.01%	459
2024 Q3	$20.9K	Buy	86 +6	+8%	+$1.46K	﹤0.01%	473
2024 Q2	$20.8K	Buy	80 +21	+36%	+$4.92K	﹤0.01%	474
2024 Q1	$13.2K	Buy	+59	New	+$11.9K	﹤0.01%	527

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Carolinas Wealth Consulting's SMH Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of VanEck Semiconductor ETF (SMH) in Q2 2025, closing a stake of 120 shares — an estimated $25.3K sold.

Carolinas Wealth Consulting first reported a position in SMH in Q1 2024 and held it in 5 quarters. The position peaked at $25.3K in Q1 2025. 1,017 funds tracked by Wall St. Rank hold SMH as of Q2 2025.

Carolinas Wealth Consulting reported no remaining VanEck Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 120 VanEck Semiconductor ETF shares in Q2 2025, an estimated $25.3K.
Carolinas Wealth Consulting first reported a position in VanEck Semiconductor ETF in Q1 2024 and held it in 5 quarters.
Carolinas Wealth Consulting's VanEck Semiconductor ETF position peaked at $25.3K in Q1 2025.
1,017 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.