Claris Financial’s VanEck Semiconductor ETF SMH Stock Holding History

Claris Financial’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	-1,801	Closed	-$436K	–	163
2025 Q1	$436K	Hold	1,801	–	–	0.29%	81
2024 Q4	$436K	Buy	+1,801	New	+$447K	0.29%	81

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

Claris Financial's SMH Position: Q2 2025 in Review

Claris Financial sold out of VanEck Semiconductor ETF (SMH) in Q2 2025, closing a stake of 1,801 shares — an estimated $436K sold.

Claris Financial first reported a position in SMH in Q4 2024 and held it in 2 quarters. The position peaked at $436K in Q1 2025. 1,017 funds tracked by Wall St. Rank hold SMH as of Q2 2025.

Claris Financial reported no remaining VanEck Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
Claris Financial sold 1,801 VanEck Semiconductor ETF shares in Q2 2025, an estimated $436K.
Claris Financial first reported a position in VanEck Semiconductor ETF in Q4 2024 and held it in 2 quarters.
Claris Financial's VanEck Semiconductor ETF position peaked at $436K in Q1 2025.
1,017 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2025.

Based on Claris Financial's 13F filing for Q2 2025, filed 26 Aug 2025.