Northwestern Mutual Wealth Management’s Energy Focus EFOI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-20	Closed	–	–	3248
2022 Q1	$0	Hold	20	–	–	﹤0.01%	3182
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	3019
2021 Q3	$0	Hold	20	–	–	﹤0.01%	3068
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	2874
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	2671
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	2599
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	2435
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	2277
2020 Q1	$0	Hold	20	–	–	﹤0.01%	2603
2019 Q4	$0	Hold	20	–	–	﹤0.01%	2441
2019 Q3	$0	Hold	20	–	–	﹤0.01%	2505
2019 Q2	$0	Hold	20	–	–	﹤0.01%	2545
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	2406
2018 Q4	$0	Buy	+20	New	+$864	﹤0.01%	2443

Other funds holding EFOI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

GPFA

Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Northwestern Mutual Wealth Management's EFOI Position: Q2 2022 in Review

Northwestern Mutual Wealth Management sold out of Energy Focus (EFOI) in Q2 2022, closing a stake of 20 shares.

Northwestern Mutual Wealth Management first reported a position in EFOI in Q4 2018 and held it in 14 quarters. The position peaked at $1K in Q4 2021. 21 funds tracked by Wall St. Rank hold EFOI as of Q2 2022.

Northwestern Mutual Wealth Management reported no remaining Energy Focus position as of Q2 2022 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 20 Energy Focus shares in Q2 2022.
Northwestern Mutual Wealth Management first reported a position in Energy Focus in Q4 2018 and held it in 14 quarters.
Northwestern Mutual Wealth Management's Energy Focus position peaked at $1K in Q4 2021.
21 funds tracked by Wall St. Rank held Energy Focus as of Q2 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.