Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio AESR Stock Details AESR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$193K Buy
11,512
+90
+0.8% +$1.57K ﹤0.01% 1917
2025
Q4 		$194K Hold
11,422
– – ﹤0.01% 1882
2025
Q3 		$235K Hold
11,422
– – ﹤0.01% 1734
2025
Q2 		$216K Hold
11,422
– – ﹤0.01% 1709
2025
Q1 		$188K Hold
11,422
– – ﹤0.01% 1687
2024
Q4 		$197K Hold
11,422
– – ﹤0.01% 1661
2024
Q3 		$194K Buy
+11,422
New +$187K ﹤0.01% 1631

Other funds holding AESR

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
JMA
J.M. Arbour Gardiner, Maine $104M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $221M AUM
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

Northwestern Mutual Wealth Management's AESR Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Anfield US Equity Sector Rotation ETF (AESR) stake by 0.79% in Q1 2026, buying an estimated $1.57K and bringing the position to 11,512 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Northwestern Mutual Wealth Management first reported a position in AESR in Q3 2024 and has held it in 7 quarters since. The position peaked at $235K in Q3 2025. 21 funds tracked by Wall St. Rank hold AESR as of Q1 2026.

  • Northwestern Mutual Wealth Management held 11,512 shares of Anfield US Equity Sector Rotation ETF worth $193K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 90 Anfield US Equity Sector Rotation ETF shares in Q1 2026, an estimated $1.57K.
  • Anfield US Equity Sector Rotation ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1917 holding.
  • Northwestern Mutual Wealth Management first reported a position in Anfield US Equity Sector Rotation ETF in Q3 2024 and has held it in 7 quarters since.
  • Northwestern Mutual Wealth Management's Anfield US Equity Sector Rotation ETF position peaked at $235K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.