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 Q2	–	Sell	-11,512	Closed	-$193K	–	4088
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 $9.72B AUM 29.41% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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

RRMM

Regatta Research & Money Management Metairie, Louisiana $106M AUM

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $314M AUM

Northwestern Mutual Wealth Management's AESR Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of Anfield US Equity Sector Rotation ETF (AESR) in Q2 2026, closing a stake of 11,512 shares — an estimated $193K sold.

Northwestern Mutual Wealth Management first reported a position in AESR in Q3 2024 and held it in 7 quarters. The position peaked at $235K in Q3 2025. 17 funds tracked by Wall St. Rank hold AESR as of Q2 2026.

Northwestern Mutual Wealth Management reported no remaining Anfield US Equity Sector Rotation ETF position as of Q2 2026 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 11,512 Anfield US Equity Sector Rotation ETF shares in Q2 2026, an estimated $193K.
Northwestern Mutual Wealth Management first reported a position in Anfield US Equity Sector Rotation ETF in Q3 2024 and held it in 7 quarters.
Northwestern Mutual Wealth Management's Anfield US Equity Sector Rotation ETF position peaked at $235K in Q3 2025.
17 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.