Financial Counselors Inc’s iShares Semiconductor ETF SOXX Stock Holding History

Financial Counselors Inc’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
2025 Q2	–	Sell	-1,305	Closed	-$246K	–	452
2025 Q1	$246K	Hold	1,305	–	–	﹤0.01%	544
2024 Q4	$281K	Hold	1,305	–	–	﹤0.01%	513
2024 Q3	$301K	Hold	1,305	–	–	﹤0.01%	507
2024 Q2	$322K	Hold	1,305	–	–	0.01%	474
2024 Q1	$295K	Buy	1,305 +45	+4%	+$9.36K	0.01%	502
2023 Q4	$242K	Buy	+1,260	New	+$211K	﹤0.01%	524
2023 Q3	–	Sell	-1,392	Closed	-$235K	–	567
2023 Q2	$235K	Sell	1,392 -168	-11%	-$25.2K	﹤0.01%	464
2023 Q1	$231K	Buy	+1,560	New	+$213K	0.01%	459

Other funds holding SOXX

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

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

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

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

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Counselors Inc's SOXX Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares Semiconductor ETF (SOXX) in Q2 2025, closing a stake of 1,305 shares — an estimated $246K sold.

Financial Counselors Inc first reported a position in SOXX in Q1 2023 and held it in 8 quarters. The position peaked at $322K in Q2 2024. 747 funds tracked by Wall St. Rank hold SOXX as of Q2 2025.

Financial Counselors Inc reported no remaining iShares Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 1,305 iShares Semiconductor ETF shares in Q2 2025, an estimated $246K.
Financial Counselors Inc first reported a position in iShares Semiconductor ETF in Q1 2023 and held it in 8 quarters.
Financial Counselors Inc's iShares Semiconductor ETF position peaked at $322K in Q2 2024.
747 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.