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MBE Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

MBE Wealth Management’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
2020
Q2 		– Sell
-303
Closed -$20K – 436
2020
Q1 		$20K Buy
+303
New +$24K 0.02% 223

Other funds holding SOXX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MBE Wealth Management's SOXX Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q2 2020, closing a stake of 303 shares — an estimated $20K sold.

MBE Wealth Management first reported a position in SOXX in Q1 2020 and held it in 1 quarter. The position peaked at $20K in Q1 2020. 253 funds tracked by Wall St. Rank hold SOXX as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares Semiconductor ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 303 iShares Semiconductor ETF shares in Q2 2020, an estimated $20K.
  • MBE Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares Semiconductor ETF position peaked at $20K in Q1 2020.
  • 253 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.