MAWA
Moss Adams Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $46.8M | Buy |
167,949
+6,741
| +4% | +$1.88M | 4.25% | 8 |
|
2025
Q1 | $34.1M | Sell |
161,208
-1,385
| -0.9% | -$293K | 3.59% | 9 |
|
2024
Q4 | $39.4M | Buy |
162,593
+2,611
| +2% | +$632K | 4.16% | 9 |
|
2024
Q3 | $39.3M | Buy |
159,982
+5,915
| +4% | +$1.45M | 4.3% | 8 |
|
2024
Q2 | $40.2M | Buy |
154,067
+13,657
| +10% | +$3.56M | 5.54% | 4 |
|
2024
Q1 | $31.6M | Buy |
+140,410
| New | +$31.6M | 5.08% | 5 |
|