KCFA
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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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return