CWS Financial Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

CWS Financial Advisors’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	$739K	Hold	1,926	–	–	0.19%	71
2025 Q4	$694K	Buy	1,926 +6	+0.3%	+$2.1K	0.19%	72
2025 Q3	$627K	Hold	1,920	–	–	0.17%	68
2025 Q2	$535K	Hold	1,920	–	–	0.16%	77
2025 Q1	$406K	Hold	1,920	–	–	0.13%	90
2024 Q4	$465K	Hold	1,920	–	–	0.15%	80
2024 Q3	$471K	Buy	+1,920	New	+$467K	0.17%	68

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 $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B 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 $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

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

CWS Financial Advisors's SMH Position: Q1 2026 in Review

CWS Financial Advisors held its VanEck Semiconductor ETF (SMH) position steady in Q1 2026 at 1,926 shares worth $739K. The position accounts for 0.19% of the portfolio, ranked #71.

CWS Financial Advisors first reported a position in SMH in Q3 2024 and has held it in 7 quarters since. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

CWS Financial Advisors held 1,926 shares of VanEck Semiconductor ETF worth $739K as of Q1 2026.
CWS Financial Advisors left its VanEck Semiconductor ETF share count unchanged in Q1 2026.
VanEck Semiconductor ETF made up 0.19% of CWS Financial Advisors's portfolio in Q1 2026, its #71 holding.
CWS Financial Advisors first reported a position in VanEck Semiconductor ETF in Q3 2024 and has held it in 7 quarters since.
1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.