KWB Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

KWB Wealth’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	–	Sell	-647	Closed	-$233K	–	183
2026 Q1	$233K	Sell	647 -19	-3%	-$7.54K	0.02%	152
2025 Q4	$240K	Buy	+666	New	+$234K	0.02%	161

Other funds holding SMH

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

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

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

KWB Wealth's SMH Position: Q2 2026 in Review

KWB Wealth sold out of VanEck Semiconductor ETF (SMH) in Q2 2026, closing a stake of 647 shares — an estimated $233K sold.

KWB Wealth first reported a position in SMH in Q4 2025 and held it in 2 quarters. The position peaked at $240K in Q4 2025. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

KWB Wealth reported no remaining VanEck Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
KWB Wealth sold 647 VanEck Semiconductor ETF shares in Q2 2026, an estimated $233K.
KWB Wealth first reported a position in VanEck Semiconductor ETF in Q4 2025 and held it in 2 quarters.
KWB Wealth's VanEck Semiconductor ETF position peaked at $240K in Q4 2025.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.