JIR
EUAD

James Investment Research’s Select STOXX Europe Aerospace & Defense ETF EUAD Stock Holding History

James Investment Research’s Portfolio EUAD Stock Details EUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.23M Sell
29,199
-3,042
-9% -$126K 0.13% 162
2026
Q1 		$1.31M Sell
32,241
-508
-2% -$22.9K 0.15% 137
2025
Q4 		$1.38M Sell
32,749
-17,207
-34% -$742K 0.15% 129
2025
Q3 		$2.35M Sell
49,956
-877
-2% -$37.7K 0.26% 91
2025
Q2 		$2.19M Buy
+50,833
New +$1.9M 0.26% 94

Other funds holding EUAD

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
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

James Investment Research's EUAD Position: Q2 2026 in Review

James Investment Research reduced its Select STOXX Europe Aerospace & Defense ETF (EUAD) stake by 9.4% in Q2 2026, selling an estimated $126K and leaving 29,199 shares worth $1.23M. The position accounts for 0.13% of the portfolio, ranked #162.

James Investment Research first reported a position in EUAD in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.35M in Q3 2025. 180 funds tracked by Wall St. Rank hold EUAD as of Q2 2026.

  • James Investment Research held 29,199 shares of Select STOXX Europe Aerospace & Defense ETF worth $1.23M as of Q2 2026.
  • James Investment Research sold 3,042 Select STOXX Europe Aerospace & Defense ETF shares in Q2 2026, an estimated $126K.
  • Select STOXX Europe Aerospace & Defense ETF made up 0.13% of James Investment Research's portfolio in Q2 2026, its #162 holding.
  • James Investment Research first reported a position in Select STOXX Europe Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
  • James Investment Research's Select STOXX Europe Aerospace & Defense ETF position peaked at $2.35M in Q3 2025.
  • 180 funds tracked by Wall St. Rank held Select STOXX Europe Aerospace & Defense ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.