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 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 $427B AUM 29.17% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TPF

Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management's CGCV Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Capital Group Conservative Equity ETF (CGCV) stake by 12% in Q1 2026, buying an estimated $4.17M and bringing the position to 1,213,695 shares worth $36.2M. The position accounts for 0.02% of the portfolio, ranked #330.

Northwestern Mutual Wealth Management first reported a position in CGCV in Q2 2025 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

Northwestern Mutual Wealth Management held 1,213,695 shares of Capital Group Conservative Equity ETF worth $36.2M as of Q1 2026.
Northwestern Mutual Wealth Management bought 134,526 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $4.17M.
Capital Group Conservative Equity ETF made up 0.02% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #330 holding.
Northwestern Mutual Wealth Management first reported a position in Capital Group Conservative Equity ETF in Q2 2025 and has held it in 4 quarters since.
144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

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