Migdal Insurance & Financial Holdings’s Global X Defense Tech ETF SHLD Stock Holding History

Migdal Insurance & Financial 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 Q2	$191K	Hold	3,249	–	–	﹤0.01%	208
2026 Q1	$223K	Buy	3,249 +350	+12%	+$26.1K	﹤0.01%	207
2025 Q4	$189K	Buy	2,899 +99	+4%	+$6.52K	﹤0.01%	213
2025 Q3	$193K	Buy	+2,800	New	+$176K	﹤0.01%	215
2025 Q2	–	Sell	-6,315	Closed	-$294K	–	422
2025 Q1	$294K	Buy	+6,315	New	+$268K	﹤0.01%	200
2024 Q4	–	Sell	-5,000	Closed	-$186K	–	465
2024 Q3	$186K	Buy	+5,000	New	+$178K	﹤0.01%	219

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

Migdal Insurance & Financial Holdings's SHLD Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 3,249 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Migdal Insurance & Financial Holdings first reported a position in SHLD in Q3 2024 and has held it in 6 quarters since. The position peaked at $294K in Q1 2025. 607 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Migdal Insurance & Financial Holdings held 3,249 shares of Global X Defense Tech ETF worth $191K as of Q2 2026.
Migdal Insurance & Financial Holdings left its Global X Defense Tech ETF share count unchanged in Q2 2026.
Global X Defense Tech ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #208 holding.
Migdal Insurance & Financial Holdings first reported a position in Global X Defense Tech ETF in Q3 2024 and has held it in 6 quarters since.
Migdal Insurance & Financial Holdings's Global X Defense Tech ETF position peaked at $294K in Q1 2025.
607 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.