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McElhenny Sheffield Capital Management’s iShares Semiconductor ETF SOXX Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-21
Closed -$2.44K – 540
2022
Q4 		$2.44K Buy
+21
New +$2.44K ﹤0.01% 480

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

McElhenny Sheffield Capital Management's SOXX Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of iShares Semiconductor ETF (SOXX) in Q1 2023, closing a stake of 21 shares — an estimated $2.44K sold.

McElhenny Sheffield Capital Management first reported a position in SOXX in Q4 2022 and held it in 1 quarter. The position peaked at $2.44K in Q4 2022. 504 funds tracked by Wall St. Rank hold SOXX as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining iShares Semiconductor ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 21 iShares Semiconductor ETF shares in Q1 2023, an estimated $2.44K.
  • McElhenny Sheffield Capital Management first reported a position in iShares Semiconductor ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's iShares Semiconductor ETF position peaked at $2.44K in Q4 2022.
  • 504 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.