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

World 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
2026 Q2	$2.41M	Buy	34,494 +618	+2%	+$41.1K	0.04%	428
2026 Q1	$2.4M	Buy	33,876 +6,454	+24%	+$481K	0.04%	432
2025 Q4	$1.78M	Sell	27,422 -14,147	-34%	-$931K	0.03%	502
2025 Q3	$2.92M	Buy	41,569 +374	+0.9%	+$23.5K	0.06%	328
2025 Q2	$2.48M	Buy	41,195 +18,179	+79%	+$977K	0.06%	338
2025 Q1	$1.07M	Buy	23,016 +11,381	+98%	+$482K	0.03%	487
2024 Q4	$435K	Sell	11,635 -6,269	-35%	-$242K	0.01%	702
2024 Q3	$667K	Buy	+17,904	New	+$637K	0.02%	507

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

World Investment Advisors's SHLD Position: Q2 2026 in Review

World Investment Advisors increased its Global X Defense Tech ETF (SHLD) stake by 1.8% in Q2 2026, buying an estimated $41.1K and bringing the position to 34,494 shares worth $2.41M. The position accounts for 0.04% of the portfolio, ranked #428.

World Investment Advisors first reported a position in SHLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.92M in Q3 2025. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

World Investment Advisors held 34,494 shares of Global X Defense Tech ETF worth $2.41M as of Q2 2026.
World Investment Advisors bought 618 Global X Defense Tech ETF shares in Q2 2026, an estimated $41.1K.
Global X Defense Tech ETF made up 0.04% of World Investment Advisors's portfolio in Q2 2026, its #428 holding.
World Investment Advisors first reported a position in Global X Defense Tech ETF in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's Global X Defense Tech ETF position peaked at $2.92M in Q3 2025.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.