Morling Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Morling Financial 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
2026 Q2	$87.8K	Buy	+137	New	+$69.6K	0.02%	97
2025 Q3	–	Sell	-413	Closed	-$98.6K	–	109
2025 Q2	$98.6K	Buy	413 +287	+228%	+$57.5K	0.03%	80
2025 Q1	$23.7K	Hold	126	–	–	0.01%	107
2024 Q4	$27.2K	Hold	126	–	–	0.01%	103
2024 Q3	$29.1K	Hold	126	–	–	0.01%	86
2024 Q2	$31.1K	Hold	126	–	–	0.01%	76
2024 Q1	$28.5K	Hold	126	–	–	0.02%	88
2023 Q4	$24.2K	Buy	+126	New	+$21.1K	0.02%	72

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morling Financial Advisors's SOXX Position: Q2 2026 in Review

Morling Financial Advisors opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 137 shares worth $87.8K. The stake represents 0.02% of the portfolio and ranks #97 among its holdings. This is a return to the name: Morling Financial Advisors previously reported a position in SOXX as recently as Q2 2025.

Morling Financial Advisors first reported a position in SOXX in Q4 2023 and has held it in 8 quarters since. The position peaked at $98.6K in Q2 2025. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Morling Financial Advisors held 137 shares of iShares Semiconductor ETF worth $87.8K as of Q2 2026.
iShares Semiconductor ETF was a new Morling Financial Advisors position in Q2 2026.
iShares Semiconductor ETF made up 0.02% of Morling Financial Advisors's portfolio in Q2 2026, its #97 holding.
Morling Financial Advisors first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 8 quarters since.
Morling Financial Advisors's iShares Semiconductor ETF position peaked at $98.6K in Q2 2025.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.