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WealthShield Partners’s
VanEck Semiconductor ETF
SMH
Stock Holding History
WealthShield 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
2026
Q1
$21.5K
Sell
56
-145
-72%
-$57.6K
﹤0.01%
495
2025
Q4
$72.4K
Buy
+201
New
+$70.5K
0.01%
417
2025
Q1
–
Sell
-45
Closed
-$10.9K
–
551
2024
Q4
$10.9K
Buy
+45
New
+$11.2K
﹤0.01%
443
2023
Q2
–
Sell
-400
Closed
-$52.6K
–
502
2023
Q1
$52.6K
Buy
+400
New
+$48K
0.01%
372
2021
Q3
–
Sell
-146
Closed
-$19K
–
658
2021
Q2
$19K
Sell
146
-57,214
-100%
-$7.07M
﹤0.01%
662
2021
Q1
$6.99M
Buy
57,360
+2,612
+5%
+$309K
1.26%
19
2020
Q4
$5.98M
Buy
54,748
+54,698
+109,396%
+$5.42M
1.1%
25
2020
Q3
$4K
Hold
50
–
–
﹤0.01%
369
2020
Q2
$4K
Hold
50
–
–
﹤0.01%
311
2020
Q1
$3K
Hold
50
–
–
﹤0.01%
252
2019
Q4
$4K
Hold
50
–
–
﹤0.01%
262
2019
Q3
$3K
Sell
50
-450
-90%
-$26K
﹤0.01%
250
2019
Q2
$28K
Buy
+500
New
+$27.2K
0.02%
187
Other funds holding SMH
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
MMH
Menora Mivtachim Holdings
Ramat Gan, Israel
$21.1B AUM
40.03%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
MIH
Meitav Investment House
Bene-Beraq, Israel
$9.12B AUM
42.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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