Moller Wealth Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Moller Wealth Partners’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
2025 Q1	–	Sell	-1,000	Closed	-$242K	–	69
2024 Q4	$242K	Sell	1,000 -475	-32%	-$118K	0.06%	60
2024 Q3	$362K	Hold	1,475	–	–	0.09%	48
2024 Q2	$385K	Buy	+1,475	New	+$346K	0.1%	43

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Moller Wealth Partners's SMH Position: Q1 2025 in Review

Moller Wealth Partners sold out of VanEck Semiconductor ETF (SMH) in Q1 2025, closing a stake of 1,000 shares — an estimated $242K sold.

Moller Wealth Partners first reported a position in SMH in Q2 2024 and held it in 3 quarters. The position peaked at $385K in Q2 2024. 918 funds tracked by Wall St. Rank hold SMH as of Q1 2025.

Moller Wealth Partners reported no remaining VanEck Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
Moller Wealth Partners sold 1,000 VanEck Semiconductor ETF shares in Q1 2025, an estimated $242K.
Moller Wealth Partners first reported a position in VanEck Semiconductor ETF in Q2 2024 and held it in 3 quarters.
Moller Wealth Partners's VanEck Semiconductor ETF position peaked at $385K in Q2 2024.
918 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2025.

Based on Moller Wealth Partners's 13F filing for Q1 2025, filed 9 Apr 2025.