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Choate Investment Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Choate Investment Advisors’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,467
Closed -$289K – 456
2025
Q4 		$289K Buy
+4,467
New +$294K 0.01% 376

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HIIFS
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Choate Investment Advisors's SHLD Position: Q1 2026 in Review

Choate Investment Advisors sold out of Global X Defense Tech ETF (SHLD) in Q1 2026, closing a stake of 4,467 shares — an estimated $289K sold.

Choate Investment Advisors first reported a position in SHLD in Q4 2025 and held it in 1 quarter. The position peaked at $289K in Q4 2025. 614 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Choate Investment Advisors reported no remaining Global X Defense Tech ETF position as of Q1 2026 after selling out during the quarter.
  • Choate Investment Advisors sold 4,467 Global X Defense Tech ETF shares in Q1 2026, an estimated $289K.
  • Choate Investment Advisors first reported a position in Global X Defense Tech ETF in Q4 2025 and held it in 1 quarter.
  • Choate Investment Advisors's Global X Defense Tech ETF position peaked at $289K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.