Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Barron's 400 ETF BFOR Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,036
Closed -$18K – 3690
2025
Q1 		$18K Hold
1,036
– – ﹤0.01% 2551
2024
Q4 		$18.8K Hold
1,036
– – ﹤0.01% 2536
2024
Q3 		$18.6K Hold
1,036
– – ﹤0.01% 2493
2024
Q2 		$17.2K Hold
1,036
– – ﹤0.01% 2444
2024
Q1 		$17.6K Hold
1,036
– – ﹤0.01% 2455
2023
Q4 		$16.1K Buy
+1,036
New +$14.9K ﹤0.01% 2469

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $66.1M AUM 28.66% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return

Northwestern Mutual Wealth Management's BFOR Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of Barron's 400 ETF (BFOR) in Q2 2025, closing a stake of 1,036 shares — an estimated $18K sold.

Northwestern Mutual Wealth Management first reported a position in BFOR in Q4 2023 and held it in 6 quarters. The position peaked at $18.8K in Q4 2024. 37 funds tracked by Wall St. Rank hold BFOR as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining Barron's 400 ETF position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,036 Barron's 400 ETF shares in Q2 2025, an estimated $18K.
  • Northwestern Mutual Wealth Management first reported a position in Barron's 400 ETF in Q4 2023 and held it in 6 quarters.
  • Northwestern Mutual Wealth Management's Barron's 400 ETF position peaked at $18.8K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.