Key Client Fiduciary Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Key Client Fiduciary Advisors’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	$896K	Sell	1,398 -17	-1%	-$8.63K	0.26%	80
2026 Q1	$465K	Buy	1,415 +86	+6%	+$29.4K	0.16%	127
2025 Q4	$400K	Sell	1,329 -36	-3%	-$10.6K	0.14%	130
2025 Q3	$370K	Buy	1,365 +16	+1%	+$3.99K	0.12%	144
2025 Q2	$322K	Buy	1,349 +23	+2%	+$4.61K	0.13%	150
2025 Q1	$250K	Buy	1,326 +165	+14%	+$35.2K	0.11%	162
2024 Q4	$250K	Buy	1,161 +19	+2%	+$4.24K	0.11%	165
2024 Q3	$263K	Buy	+1,142	New	+$262K	0.12%	163

Other funds holding SOXX

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Key Client Fiduciary Advisors's SOXX Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 1.2% in Q2 2026, selling an estimated $8.63K and leaving 1,398 shares worth $896K. The position accounts for 0.26% of the portfolio, ranked #80.

Key Client Fiduciary Advisors first reported a position in SOXX in Q3 2024 and has held it in 8 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Key Client Fiduciary Advisors held 1,398 shares of iShares Semiconductor ETF worth $896K as of Q2 2026.
Key Client Fiduciary Advisors sold 17 iShares Semiconductor ETF shares in Q2 2026, an estimated $8.63K.
iShares Semiconductor ETF made up 0.26% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #80 holding.
Key Client Fiduciary Advisors first reported a position in iShares Semiconductor ETF in Q3 2024 and has held it in 8 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.