Northwestern Mutual Wealth Management
AVGE icon

Northwestern Mutual Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-24
Closed -$1.74K – 3670
2024
Q4 		$1.74K Hold
24
– – ﹤0.01% 3207
2024
Q3 		$1.77K Buy
+24
New +$1.7K ﹤0.01% 3141

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MWP
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CIA
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IFS
Intelligent Financial Strategies Excelsior, Minnesota $192M AUM 4.28% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Commonwealth Equity Services
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FWM
FMB Wealth Management Westlake Village, California $242M AUM 23.44% 1-Year Est. Return

Northwestern Mutual Wealth Management's AVGE Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of Avantis All Equity Markets ETF (AVGE) in Q1 2025, closing a stake of 24 shares — an estimated $1.74K sold.

Northwestern Mutual Wealth Management first reported a position in AVGE in Q3 2024 and held it in 2 quarters. The position peaked at $1.77K in Q3 2024. 98 funds tracked by Wall St. Rank hold AVGE as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining Avantis All Equity Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 24 Avantis All Equity Markets ETF shares in Q1 2025, an estimated $1.74K.
  • Northwestern Mutual Wealth Management first reported a position in Avantis All Equity Markets ETF in Q3 2024 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Avantis All Equity Markets ETF position peaked at $1.77K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.