Lighthouse Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Lighthouse Financial 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
2021 Q1	$1.56M	Buy	11,034 +2,748	+33%	+$376K	0.47%	61
2020 Q4	$1.05M	Buy	8,286 +2,496	+43%	+$287K	0.35%	66
2020 Q3	$587K	Buy	5,790 +1,305	+29%	+$128K	0.22%	65
2020 Q2	$405K	Buy	+4,485	New	+$363K	0.17%	72

Other funds holding SOXX

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lighthouse Financial Advisors's SOXX Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its iShares Semiconductor ETF (SOXX) stake by 33% in Q1 2021, buying an estimated $376K and bringing the position to 11,034 shares worth $1.56M. The position accounts for 0.47% of the portfolio, ranked #61.

Lighthouse Financial Advisors first reported a position in SOXX in Q2 2020 and has held it in 4 quarters since. 366 funds tracked by Wall St. Rank hold SOXX as of Q1 2021.

Lighthouse Financial Advisors held 11,034 shares of iShares Semiconductor ETF worth $1.56M as of Q1 2021.
Lighthouse Financial Advisors bought 2,748 iShares Semiconductor ETF shares in Q1 2021, an estimated $376K.
iShares Semiconductor ETF made up 0.47% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #61 holding.
Lighthouse Financial Advisors first reported a position in iShares Semiconductor ETF in Q2 2020 and has held it in 4 quarters since.
366 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.