Squar Milner Financial Services’s iShares Semiconductor ETF SOXX Stock Holding History

Squar Milner Financial Services’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
2019 Q2	–	Sell	-237	Closed	-$14K	–	874
2019 Q1	$14K	Hold	237	–	–	0.01%	467
2018 Q4	$12K	Buy	+237	New	+$13K	0.01%	452
2018 Q3	–	Sell	-159	Closed	-$9K	–	846
2018 Q2	$9K	Buy	+159	New	+$9.65K	0.01%	622

Other funds holding SOXX

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

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

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Squar Milner Financial Services's SOXX Position: Q2 2019 in Review

Squar Milner Financial Services sold out of iShares Semiconductor ETF (SOXX) in Q2 2019, closing a stake of 237 shares — an estimated $14K sold.

Squar Milner Financial Services first reported a position in SOXX in Q2 2018 and held it in 3 quarters. The position peaked at $14K in Q1 2019. 169 funds tracked by Wall St. Rank hold SOXX as of Q2 2019.

Squar Milner Financial Services reported no remaining iShares Semiconductor ETF position as of Q2 2019 after selling out during the quarter.
Squar Milner Financial Services sold 237 iShares Semiconductor ETF shares in Q2 2019, an estimated $14K.
Squar Milner Financial Services first reported a position in iShares Semiconductor ETF in Q2 2018 and held it in 3 quarters.
Squar Milner Financial Services's iShares Semiconductor ETF position peaked at $14K in Q1 2019.
169 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2019.

Based on Squar Milner Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.