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 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 $1.37T 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 $14.7B AUM 47% 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

Mercer Global Advisors's SHLD Position: Q1 2026 in Review

Mercer Global Advisors reduced its Global X Defense Tech ETF (SHLD) stake by 72% in Q1 2026, selling an estimated $697K and leaving 3,712 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #2565.

Mercer Global Advisors first reported a position in SHLD in Q3 2024 and has held it in 4 quarters since. The position peaked at $847K in Q4 2025. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

Mercer Global Advisors held 3,712 shares of Global X Defense Tech ETF worth $263K as of Q1 2026.
Mercer Global Advisors sold 9,357 Global X Defense Tech ETF shares in Q1 2026, an estimated $697K.
Global X Defense Tech ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2565 holding.
Mercer Global Advisors first reported a position in Global X Defense Tech ETF in Q3 2024 and has held it in 4 quarters since.
Mercer Global Advisors's Global X Defense Tech ETF position peaked at $847K in Q4 2025.
608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.