Key Client Fiduciary Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Key Client Fiduciary 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	$683K	Buy	1,041 +100	+11%	+$54.6K	0.2%	102
2026 Q1	$361K	Buy	941 +43	+5%	+$17.1K	0.12%	148
2025 Q4	$323K	Hold	898	–	–	0.11%	149
2025 Q3	$293K	Hold	898	–	–	0.1%	168
2025 Q2	$250K	Buy	+898	New	+$208K	0.1%	168
2025 Q1	–	Sell	-898	Closed	-$217K	–	205
2024 Q4	$217K	Hold	898	–	–	0.1%	176
2024 Q3	$220K	Hold	898	–	–	0.1%	181
2024 Q2	$234K	Hold	898	–	–	0.12%	160
2024 Q1	$202K	Buy	+898	New	+$181K	0.11%	175

Other funds holding SMH

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return