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CWG
Crown Wealth Group’s
VanEck Semiconductor ETF
SMH
Stock Holding History
Crown Wealth Group’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
$7.41M
Buy
19,340
+1,030
+6%
+$409K
2.18%
13
2025
Q4
$6.59M
Sell
18,310
-6,200
-25%
-$2.18M
1.84%
14
2025
Q3
$8M
Buy
24,510
+2,755
+13%
+$816K
2.4%
12
2025
Q2
$6.07M
Buy
21,755
+13,034
+149%
+$3.02M
2.28%
12
2025
Q1
$1.84M
Sell
8,721
-5,020
-37%
-$1.2M
0.96%
19
2024
Q4
$3.33M
Buy
13,741
+357
+3%
+$88.6K
1.35%
18
2024
Q3
$3.29M
Sell
13,384
-3,502
-21%
-$852K
1.43%
16
2024
Q2
$4.4M
Buy
16,886
+1,334
+9%
+$313K
2.2%
12
2024
Q1
$3.5M
Buy
15,552
+1,354
+10%
+$272K
1.8%
14
2023
Q4
$2.48M
Buy
14,198
+2,366
+20%
+$370K
1.5%
16
2023
Q3
$1.72M
Buy
+11,832
New
+$1.79M
1.29%
16
2022
Q2
–
Sell
-14,936
Closed
-$2.02M
–
99
2022
Q1
$2.02M
Buy
14,936
+4,720
+46%
+$646K
1.4%
16
2021
Q4
$1.58M
Buy
+10,216
New
+$1.48M
1.46%
16
Other funds holding SMH
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
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
MMH
Menora Mivtachim Holdings
Ramat Gan, Israel
$21.1B AUM
40.03%
1-Year Est. Return
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
MIH
Meitav Investment House
Bene-Beraq, Israel
$9.12B AUM
42.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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