Menora Mivtachim Holdings’s Global X Defense Tech ETF SHLD Stock Holding History

Menora Mivtachim Holdings’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	$2.34M	Buy	33,050 +11,000	+50%	+$819K	0.01%	119
2025 Q4	$1.43M	Hold	22,050	–	–	0.01%	105
2025 Q3	$1.55M	Hold	22,050	–	–	0.01%	105
2025 Q2	$1.33M	Buy	22,050 +9,050	+70%	+$486K	0.01%	105
2025 Q1	$605K	Sell	13,000 -1,203,377	-99%	-$51M	﹤0.01%	109
2024 Q4	$45.5M	Sell	1,216,377 -3,378,055	-74%	-$131M	0.29%	62
2024 Q3	$171M	Buy	4,594,432 +778,432	+20%	+$27.7M	1.08%	34
2024 Q2	$126M	Buy	+3,816,000	New	+$127M	0.86%	35

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Menora Mivtachim Holdings's SHLD Position: Q1 2026 in Review

Menora Mivtachim Holdings increased its Global X Defense Tech ETF (SHLD) stake by 50% in Q1 2026, buying an estimated $819K and bringing the position to 33,050 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #119.

Menora Mivtachim Holdings first reported a position in SHLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $171M in Q3 2024. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

Menora Mivtachim Holdings held 33,050 shares of Global X Defense Tech ETF worth $2.34M as of Q1 2026.
Menora Mivtachim Holdings bought 11,000 Global X Defense Tech ETF shares in Q1 2026, an estimated $819K.
Global X Defense Tech ETF made up 0.01% of Menora Mivtachim Holdings's portfolio in Q1 2026, its #119 holding.
Menora Mivtachim Holdings first reported a position in Global X Defense Tech ETF in Q2 2024 and has held it in 8 quarters since.
Menora Mivtachim Holdings's Global X Defense Tech ETF position peaked at $171M in Q3 2024.
608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q1 2026, filed 14 May 2026.