EFS
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Essex Financial Services’s iShares Semiconductor ETF SOXX Stock Holding History

Essex Financial Services’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
Q2 		$4.85M Sell
7,566
-88
-1% -$44.7K 0.24% 92
2026
Q1 		$2.52M Sell
7,654
-213
-3% -$72.7K 0.14% 150
2025
Q4 		$2.37M Buy
7,867
+2
+0% +$590 0.13% 152
2025
Q3 		$2.13M Buy
7,865
+723
+10% +$180K 0.13% 155
2025
Q2 		$1.7M Sell
7,142
-106
-1% -$21.2K 0.11% 171
2025
Q1 		$1.36M Sell
7,248
-165
-2% -$35.2K 0.1% 189
2024
Q4 		$1.6M Sell
7,413
-130
-2% -$29K 0.11% 165
2024
Q3 		$1.72M Sell
7,543
-1,190
-14% -$273K 0.12% 158
2024
Q2 		$1.86M Buy
8,733
+552
+7% +$126K 0.14% 145
2024
Q1 		$1.85M Buy
8,181
+501
+7% +$104K 0.17% 119
2023
Q4 		$1.48M Buy
7,680
+399
+5% +$66.9K 0.15% 135
2023
Q3 		$1.15M Buy
7,281
+93
+1% +$15.5K 0.13% 158
2023
Q2 		$1.22M Sell
7,188
-4,374
-38% -$656K 0.14% 150
2023
Q1 		$1.71M Buy
11,562
+4,974
+76% +$678K 0.18% 117
2022
Q4 		$764K Sell
6,588
-1,005
-13% -$117K 0.08% 216
2022
Q3 		$807K Sell
7,593
-684
-8% -$85.8K 0.1% 190
2022
Q2 		$965K Sell
8,277
-11,775
-59% -$1.59M 0.11% 183
2022
Q1 		$3.16M Sell
20,052
-23,073
-54% -$3.7M 0.3% 81
2021
Q4 		$7.8M Buy
43,125
+21,219
+97% +$3.56M 0.77% 25
2021
Q3 		$3.26M Buy
21,906
+17,637
+413% +$2.68M 0.37% 62
2021
Q2 		$603K Hold
4,269
– – 0.09% 215
2021
Q1 		$603K Hold
4,269
– – 0.11% 181
2020
Q4 		$540K Buy
+4,269
New +$490K 0.11% 179
2018
Q2 		– Sell
-5,295
Closed -$318K – 338
2018
Q1 		$318K Buy
+5,295
New +$323K 0.06% 257
2017
Q3 		– Sell
-5,316
Closed -$248K – 334
2017
Q2 		$248K Buy
+5,316
New +$251K 0.05% 297

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Essex Financial Services's SOXX Position: Q2 2026 in Review

Essex Financial Services reduced its iShares Semiconductor ETF (SOXX) stake by 1.1% in Q2 2026, selling an estimated $44.7K and leaving 7,566 shares worth $4.85M. The position accounts for 0.24% of the portfolio, ranked #92.

Essex Financial Services first reported a position in SOXX in Q2 2017 and has held it in 25 quarters since. The position peaked at $7.8M in Q4 2021. 1,190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Essex Financial Services held 7,566 shares of iShares Semiconductor ETF worth $4.85M as of Q2 2026.
  • Essex Financial Services sold 88 iShares Semiconductor ETF shares in Q2 2026, an estimated $44.7K.
  • iShares Semiconductor ETF made up 0.24% of Essex Financial Services's portfolio in Q2 2026, its #92 holding.
  • Essex Financial Services first reported a position in iShares Semiconductor ETF in Q2 2017 and has held it in 25 quarters since.
  • Essex Financial Services's iShares Semiconductor ETF position peaked at $7.8M in Q4 2021.
  • 1,190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.