CVA Family Office’s iShares Semiconductor ETF SOXX Stock Holding History

CVA Family Office’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-39	Closed	-$11.7K	–	1872
2025 Q4	$11.7K	Hold	39	–	–	﹤0.01%	774
2025 Q3	$10.6K	Hold	39	–	–	﹤0.01%	797
2025 Q2	$9.31K	Hold	39	–	–	﹤0.01%	810
2025 Q1	$7.34K	Hold	39	–	–	﹤0.01%	845
2024 Q4	$8.4K	Hold	39	–	–	﹤0.01%	812
2024 Q3	$8.99K	Hold	39	–	–	﹤0.01%	773
2024 Q2	$9.62K	Hold	39	–	–	﹤0.01%	747
2024 Q1	$8.81K	Hold	39	–	–	﹤0.01%	760
2023 Q4	$7.49K	Buy	+39	New	+$6.54K	﹤0.01%	762

Other funds holding SOXX

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

BNP Paribas Financial Markets

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

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

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return