MFA Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

MFA Wealth Advisors’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	$15.3M	Sell	23,356 -11,227	-32%	-$6.13M	2.61%	12
2026 Q1	$13.3M	Sell	34,583 -948	-3%	-$376K	2.61%	13
2025 Q4	$12.8M	Sell	35,531 -832	-2%	-$292K	2.7%	12
2025 Q3	$11.9M	Sell	36,363 -269	-0.7%	-$79.6K	2.59%	13
2025 Q2	$10.2M	Buy	36,632 +16,848	+85%	+$3.91M	2.4%	13
2025 Q1	$4.18M	Sell	19,784 -14,069	-42%	-$3.37M	1.04%	24
2024 Q4	$8.2M	Buy	33,853 +5,235	+18%	+$1.3M	2.1%	17
2024 Q3	$7.02M	Sell	28,618 -5,783	-17%	-$1.41M	1.54%	22
2024 Q2	$8.97M	Sell	34,401 -309	-0.9%	-$72.5K	1.96%	17
2024 Q1	$7.81M	Buy	+34,710	New	+$6.98M	2.05%	16
2022 Q1	–	Sell	-118,182	Closed	-$18.2M	–	80
2021 Q4	$18.2M	Buy	118,182 +2,024	+2%	+$293K	7.72%	2
2021 Q3	$14.9M	Buy	116,158 +2,828	+2%	+$373K	6.84%	2
2021 Q2	$14.9M	Buy	113,330 +9,744	+9%	+$1.2M	6.71%	2
2021 Q1	$12.6M	Buy	+103,586	New	+$12.3M	6.12%	2

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

MFA Wealth Advisors's SMH Position: Q2 2026 in Review

MFA Wealth Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 32% in Q2 2026, selling an estimated $6.13M and leaving 23,356 shares worth $15.3M. The position accounts for 2.61% of the portfolio, ranked #12.

MFA Wealth Advisors first reported a position in SMH in Q1 2021 and has held it in 14 quarters since. The position peaked at $18.2M in Q4 2021. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

MFA Wealth Advisors held 23,356 shares of VanEck Semiconductor ETF worth $15.3M as of Q2 2026.
MFA Wealth Advisors sold 11,227 VanEck Semiconductor ETF shares in Q2 2026, an estimated $6.13M.
VanEck Semiconductor ETF made up 2.61% of MFA Wealth Advisors's portfolio in Q2 2026, its #12 holding.
MFA Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q1 2021 and has held it in 14 quarters since.
MFA Wealth Advisors's VanEck Semiconductor ETF position peaked at $18.2M in Q4 2021.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.