MIRAE ASSET SECURITIES (USA) INC.’s VanEck Semiconductor ETF SMH Stock Holding History

MIRAE ASSET SECURITIES (USA) INC.’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	$98.4M	Buy	+150,000	New	+$81.8M	2.75%	7
2026 Q1	–	Sell	-50,414	Closed	-$18M	–	237
2025 Q4	$18M	Buy	+50,414	New	+$17.7M	0.5%	48
2025 Q2	–	Sell	-200,000	Closed	-$42.3M	–	296
2025 Q1	$42.3M	Buy	+200,000	New	+$47.9M	1.16%	24
2024 Q4	–	Sell	-250,000	Closed	-$61.4M	–	209
2024 Q3	$61.4M	Buy	250,000 +200,000	+400%	+$48.6M	2.47%	11
2024 Q2	$13M	Buy	+50,000	New	+$11.7M	0.62%	39

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

MIRAE ASSET SECURITIES (USA) INC.'s SMH Position: Q2 2026 in Review

MIRAE ASSET SECURITIES (USA) INC. opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 150,502 shares worth $98.7M. The stake represents 2.76% of the portfolio and ranks #6 among its holdings. This is a return to the name: MIRAE ASSET SECURITIES (USA) INC. previously reported a position in SMH as recently as Q4 2025.

MIRAE ASSET SECURITIES (USA) INC. first reported a position in SMH in Q2 2024 and has held it in 5 quarters since. 1,554 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

MIRAE ASSET SECURITIES (USA) INC. held 150,502 shares of VanEck Semiconductor ETF worth $98.7M as of Q2 2026.
VanEck Semiconductor ETF was a new MIRAE ASSET SECURITIES (USA) INC. position in Q2 2026.
VanEck Semiconductor ETF made up 2.76% of MIRAE ASSET SECURITIES (USA) INC.'s portfolio in Q2 2026, its #6 holding.
MIRAE ASSET SECURITIES (USA) INC. first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 5 quarters since.
1,554 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on MIRAE ASSET SECURITIES (USA) INC.'s 13F filing for Q2 2026, filed 5 Aug 2026.