Clearview Wealth Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Clearview Wealth 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
2025 Q4	$399K	Buy	+6,157	New	+$405K	0.25%	72

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clearview Wealth Advisors's SHLD Position: Q4 2025 in Review

Clearview Wealth Advisors opened a new position in Global X Defense Tech ETF (SHLD) in Q4 2025: 6,157 shares worth $399K. The stake represents 0.25% of the portfolio and ranks #72 among its holdings.

492 funds tracked by Wall St. Rank hold SHLD as of Q4 2025.

Clearview Wealth Advisors held 6,157 shares of Global X Defense Tech ETF worth $399K as of Q4 2025.
Global X Defense Tech ETF was a new Clearview Wealth Advisors position in Q4 2025.
Global X Defense Tech ETF made up 0.25% of Clearview Wealth Advisors's portfolio in Q4 2025, its #72 holding.
492 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.