Northwestern Mutual Wealth Management’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BDVL Stock Details BDVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53.5M	Buy	2,058,489 +60,271	+3%	+$1.56M	0.03%	286
2026 Q1	$49.3M	Sell	1,998,218 -212,033	-10%	-$5.33M	0.03%	276
2025 Q4	$54.8M	Sell	2,210,251 -21,491	-1%	-$538K	0.03%	255
2025 Q3	$55.8M	Buy	+2,231,742	New	+$55.6M	0.04%	239

Other funds holding BDVL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 3% in Q2 2026, buying an estimated $1.56M and bringing the position to 2,058,489 shares worth $53.5M. The position accounts for 0.03% of the portfolio, ranked #286.

Northwestern Mutual Wealth Management first reported a position in BDVL in Q3 2025 and has held it in 4 quarters since. The position peaked at $55.8M in Q3 2025. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

Northwestern Mutual Wealth Management held 2,058,489 shares of iShares Disciplined Volatility Equity Active ETF worth $53.5M as of Q2 2026.
Northwestern Mutual Wealth Management bought 60,271 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $1.56M.
iShares Disciplined Volatility Equity Active ETF made up 0.03% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #286 holding.
Northwestern Mutual Wealth Management first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
Northwestern Mutual Wealth Management's iShares Disciplined Volatility Equity Active ETF position peaked at $55.8M in Q3 2025.
101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

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