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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
Q3 		$14M Sell
23,006
-350
-1% -$201K 2.38% 14
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

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

MFA Wealth Advisors's SMH Position: Q3 2026 in Review

MFA Wealth Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 1.5% in Q3 2026, selling an estimated $201K and leaving 23,006 shares worth $14M. The position accounts for 2.38% of the portfolio, ranked #14.

MFA Wealth Advisors first reported a position in SMH in Q1 2021 and has held it in 15 quarters since. The position peaked at $18.2M in Q4 2021. 85 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • MFA Wealth Advisors held 23,006 shares of VanEck Semiconductor ETF worth $14M as of Q3 2026.
  • MFA Wealth Advisors sold 350 VanEck Semiconductor ETF shares in Q3 2026, an estimated $201K.
  • VanEck Semiconductor ETF made up 2.38% of MFA Wealth Advisors's portfolio in Q3 2026, its #14 holding.
  • MFA Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q1 2021 and has held it in 15 quarters since.
  • MFA Wealth Advisors's VanEck Semiconductor ETF position peaked at $18.2M in Q4 2021.
  • 85 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.