Cherry Tree Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Cherry Tree Wealth Management’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
2026 Q1	$3.83K	Hold	10	–	–	﹤0.01%	501
2025 Q4	$3.6K	Hold	10	–	–	﹤0.01%	504
2025 Q3	$3.26K	Hold	10	–	–	﹤0.01%	495
2025 Q2	$2.79K	Hold	10	–	–	﹤0.01%	515
2025 Q1	$2.12K	Hold	10	–	–	﹤0.01%	624
2024 Q4	$2.42K	Hold	10	–	–	﹤0.01%	528
2024 Q3	$2.46K	Hold	10	–	–	﹤0.01%	521
2024 Q2	$2.61K	Sell	10 -410	-98%	-$96.1K	﹤0.01%	500
2024 Q1	$94.5K	Buy	420 +410	+4,100%	+$82.4K	0.02%	214
2023 Q4	$1.75K	Hold	10	–	–	﹤0.01%	516
2023 Q3	$1.45K	Sell	10 -20	-67%	-$3.03K	﹤0.01%	506
2023 Q2	$4.57K	Buy	+30	New	+$4.05K	﹤0.01%	412

Other funds holding SMH

Bank of America

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return