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

Mercer Global 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 Q2	$1.7M	Buy	28,515 +24,803	+668%	+$1.65M	﹤0.01%	1444
2026 Q1	$263K	Sell	3,712 -9,357	-72%	-$697K	﹤0.01%	2565
2025 Q4	$847K	Buy	+13,069	New	+$860K	﹤0.01%	1546
2025 Q1	–	Sell	-5,598	Closed	-$209K	–	2244
2024 Q4	$209K	Sell	5,598 -1,613	-22%	-$62.3K	﹤0.01%	1953
2024 Q3	$274K	Buy	+7,211	New	+$257K	﹤0.01%	1661

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Mercer Global Advisors's SHLD Position: Q2 2026 in Review

Mercer Global Advisors increased its Global X Defense Tech ETF (SHLD) stake by 668% in Q2 2026, buying an estimated $1.65M and bringing the position to 28,515 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Mercer Global Advisors first reported a position in SHLD in Q3 2024 and has held it in 5 quarters since. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Mercer Global Advisors held 28,515 shares of Global X Defense Tech ETF worth $1.7M as of Q2 2026.
Mercer Global Advisors bought 24,803 Global X Defense Tech ETF shares in Q2 2026, an estimated $1.65M.
Global X Defense Tech ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1444 holding.
Mercer Global Advisors first reported a position in Global X Defense Tech ETF in Q3 2024 and has held it in 5 quarters since.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.