Northwestern Mutual Wealth Management
BDVL

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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 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: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 9.6% in Q1 2026, selling an estimated $5.33M and leaving 1,998,218 shares worth $49.3M. The position accounts for 0.03% of the portfolio, ranked #276.

Northwestern Mutual Wealth Management first reported a position in BDVL in Q3 2025 and has held it in 3 quarters since. The position peaked at $55.8M in Q3 2025. 91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

  • Northwestern Mutual Wealth Management held 1,998,218 shares of iShares Disciplined Volatility Equity Active ETF worth $49.3M as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 212,033 iShares Disciplined Volatility Equity Active ETF shares in Q1 2026, an estimated $5.33M.
  • iShares Disciplined Volatility Equity Active ETF made up 0.03% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #276 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Northwestern Mutual Wealth Management's iShares Disciplined Volatility Equity Active ETF position peaked at $55.8M in Q3 2025.
  • 91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

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