Northwestern Mutual Wealth Management’s Capital Group Conservative Equity ETF CGCV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42M	Buy	1,279,141 +65,446	+5%	+$2.07M	0.02%	329
2026 Q1	$36.2M	Buy	1,213,695 +134,526	+12%	+$4.17M	0.02%	330
2025 Q4	$32.9M	Buy	1,079,169 +899,949	+502%	+$27.3M	0.02%	339
2025 Q3	$5.4M	Buy	179,220 +173,138	+2,847%	+$5.08M	﹤0.01%	710
2025 Q2	$174K	Buy	+6,082	New	+$165K	﹤0.01%	1798

Other funds holding CGCV

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Capital Group Conservative Equity ETF (CGCV) stake by 5.4% in Q2 2026, buying an estimated $2.07M and bringing the position to 1,279,141 shares worth $42M. The position accounts for 0.02% of the portfolio, ranked #329.

Northwestern Mutual Wealth Management first reported a position in CGCV in Q2 2025 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

Northwestern Mutual Wealth Management held 1,279,141 shares of Capital Group Conservative Equity ETF worth $42M as of Q2 2026.
Northwestern Mutual Wealth Management bought 65,446 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $2.07M.
Capital Group Conservative Equity ETF made up 0.02% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #329 holding.
Northwestern Mutual Wealth Management first reported a position in Capital Group Conservative Equity ETF in Q2 2025 and has held it in 5 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

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