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

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return