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MFA Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

MFA Wealth Advisors’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
2024
Q4 		– Sell
-642
Closed -$148K – 340
2024
Q3 		$148K Sell
642
-144
-18% -$33.1K 0.03% 111
2024
Q2 		$194K Buy
+786
New +$180K 0.04% 99
2023
Q3 		– Sell
-1,197
Closed -$202K – 79
2023
Q2 		$202K Sell
1,197
-156
-12% -$23.4K 0.06% 77
2023
Q1 		$201K Buy
+1,353
New +$184K 0.07% 69
2022
Q3 		– Sell
-3,027
Closed -$352K – 62
2022
Q2 		$352K Sell
3,027
-95,250
-97% -$12.8M 0.13% 50
2022
Q1 		$15.5M Buy
+98,277
New +$15.7M 4.95% 5

Other funds holding SOXX

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFA Wealth Advisors's SOXX Position: Q4 2024 in Review

MFA Wealth Advisors sold out of iShares Semiconductor ETF (SOXX) in Q4 2024, closing a stake of 642 shares — an estimated $148K sold.

MFA Wealth Advisors first reported a position in SOXX in Q1 2022 and held it in 6 quarters. The position peaked at $15.5M in Q1 2022. 761 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

  • MFA Wealth Advisors reported no remaining iShares Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 642 iShares Semiconductor ETF shares in Q4 2024, an estimated $148K.
  • MFA Wealth Advisors first reported a position in iShares Semiconductor ETF in Q1 2022 and held it in 6 quarters.
  • MFA Wealth Advisors's iShares Semiconductor ETF position peaked at $15.5M in Q1 2022.
  • 761 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.