Moors & Cabot’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Moors & Cabot’s Portfolio IDEF Stock Details IDEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$956K	Buy	+30,083	New	+$995K	0.04%	398

Other funds holding IDEF

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Moors & Cabot's IDEF Position: Q2 2026 in Review

Moors & Cabot opened a new position in iShares Defense Industrials Active ETF (IDEF) in Q2 2026: 30,083 shares worth $956K. The stake represents 0.04% of the portfolio and ranks #398 among its holdings.

182 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

Moors & Cabot held 30,083 shares of iShares Defense Industrials Active ETF worth $956K as of Q2 2026.
iShares Defense Industrials Active ETF was a new Moors & Cabot position in Q2 2026.
iShares Defense Industrials Active ETF made up 0.04% of Moors & Cabot's portfolio in Q2 2026, its #398 holding.
182 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.