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 Q2	$1.26M	Hold	1,926	–	–	0.28%	53
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

CWS Financial Advisors's SMH Position: Q2 2026 in Review

CWS Financial Advisors held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 1,926 shares worth $1.26M. The position accounts for 0.28% of the portfolio, ranked #53.

CWS Financial Advisors first reported a position in SMH in Q3 2024 and has held it in 8 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

CWS Financial Advisors held 1,926 shares of VanEck Semiconductor ETF worth $1.26M as of Q2 2026.
CWS Financial Advisors left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up 0.28% of CWS Financial Advisors's portfolio in Q2 2026, its #53 holding.
CWS Financial Advisors first reported a position in VanEck Semiconductor ETF in Q3 2024 and has held it in 8 quarters since.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.