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

MMBG Investment 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
2025
Q4 		– Sell
-3,229
Closed -$227K – 187
2025
Q3 		$227K Buy
+3,229
New +$203K 0.02% 174

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Mirae Asset Global ETFs Holdings
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MMBG Investment Advisors's SHLD Position: Q4 2025 in Review

MMBG Investment Advisors sold out of Global X Defense Tech ETF (SHLD) in Q4 2025, closing a stake of 3,229 shares — an estimated $227K sold.

MMBG Investment Advisors first reported a position in SHLD in Q3 2025 and held it in 1 quarter. The position peaked at $227K in Q3 2025. 493 funds tracked by Wall St. Rank hold SHLD as of Q4 2025.

  • MMBG Investment Advisors reported no remaining Global X Defense Tech ETF position as of Q4 2025 after selling out during the quarter.
  • MMBG Investment Advisors sold 3,229 Global X Defense Tech ETF shares in Q4 2025, an estimated $227K.
  • MMBG Investment Advisors first reported a position in Global X Defense Tech ETF in Q3 2025 and held it in 1 quarter.
  • MMBG Investment Advisors's Global X Defense Tech ETF position peaked at $227K in Q3 2025.
  • 493 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q4 2025.

Based on MMBG Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.