Schroder Investment Management Group’s Global X Defense Tech ETF SHLD Stock Holding History

Schroder Investment Management Group’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	$12.5M	Sell	213,508 -5,252	-2%	-$350K	0.01%	631
2026 Q1	$14.9M	Buy	+218,760	New	+$16.3M	0.01%	582

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

Schroder Investment Management Group's SHLD Position: Q2 2026 in Review

Schroder Investment Management Group reduced its Global X Defense Tech ETF (SHLD) stake by 2.4% in Q2 2026, selling an estimated $350K and leaving 213,508 shares worth $12.5M. The position accounts for 0.01% of the portfolio, ranked #631.

Schroder Investment Management Group first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $14.9M in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Schroder Investment Management Group held 213,508 shares of Global X Defense Tech ETF worth $12.5M as of Q2 2026.
Schroder Investment Management Group sold 5,252 Global X Defense Tech ETF shares in Q2 2026, an estimated $350K.
Global X Defense Tech ETF made up 0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #631 holding.
Schroder Investment Management Group first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
Schroder Investment Management Group's Global X Defense Tech ETF position peaked at $14.9M in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.