Evermay Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Evermay Wealth Management’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
2025 Q1	–	Sell	-2	Closed	-$485	–	604
2024 Q4	$485	Sell	2 -4	-67%	-$992	﹤0.01%	538
2024 Q3	$1.47K	Hold	6	–	–	﹤0.01%	553
2024 Q2	$1.56K	Hold	6	–	–	﹤0.01%	552
2024 Q1	$1.35K	Hold	6	–	–	﹤0.01%	556
2023 Q4	$1.05K	Buy	6 +4	+200%	+$626	﹤0.01%	544
2023 Q3	$290	Hold	2	–	–	﹤0.01%	545
2023 Q2	$305	Hold	2	–	–	﹤0.01%	535
2023 Q1	$264	Hold	2	–	–	﹤0.01%	517
2022 Q4	$203	Buy	+2	New	+$203	﹤0.01%	542

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Evermay Wealth Management's SMH Position: Q1 2025 in Review

Evermay Wealth Management sold out of VanEck Semiconductor ETF (SMH) in Q1 2025, closing a stake of 2 shares — an estimated $485 sold.

Evermay Wealth Management first reported a position in SMH in Q4 2022 and held it in 9 quarters. The position peaked at $1.56K in Q2 2024. 918 funds tracked by Wall St. Rank hold SMH as of Q1 2025.

Evermay Wealth Management reported no remaining VanEck Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
Evermay Wealth Management sold 2 VanEck Semiconductor ETF shares in Q1 2025, an estimated $485.
Evermay Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2022 and held it in 9 quarters.
Evermay Wealth Management's VanEck Semiconductor ETF position peaked at $1.56K in Q2 2024.
918 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.