Northwestern Mutual Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $132M | Sell |
1,779,015
-238,926
| -12% | -$18M | 0.08% | 124 |
|
|
2025
Q4 | $144M | Buy |
2,017,941
+351,926
| +21% | +$24.5M | 0.09% | 113 |
|
|
2025
Q3 | $113M | Buy |
1,666,015
+435,129
| +35% | +$28.7M | 0.08% | 128 |
|
|
2025
Q2 | $78.1M | Buy |
1,230,886
+58,428
| +5% | +$3.58M | 0.06% | 164 |
|
|
2025
Q1 | $69.1M | Sell |
1,172,458
-40,000
| -3% | -$2.26M | 0.06% | 162 |
|
|
2024
Q4 | $63.6M | Buy |
1,212,458
+42,991
| +4% | +$2.35M | 0.05% | 169 |
|
|
2024
Q3 | $67.3M | Sell |
1,169,467
-31,656
| -3% | -$1.75M | 0.06% | 157 |
|
|
2024
Q2 | $63.7M | Buy |
1,201,123
+1,112
| +0.1% | +$60.4K | 0.06% | 146 |
|
|
2024
Q1 | $65.3M | Sell |
1,200,011
-33,903
| -3% | -$1.77M | 0.07% | 136 |
|
|
2023
Q4 | $64.3M | Buy |
1,233,914
+23,474
| +2% | +$1.16M | 0.07% | 129 |
|
|
2023
Q3 | $59.2M | Buy |
1,210,440
+8,582
| +0.7% | +$425K | 0.08% | 124 |
|
|
2023
Q2 | $58.8M | Buy |
1,201,858
+14,246
| +1% | +$701K | 0.08% | 131 |
|
|
2023
Q1 | $57.6M | Sell |
1,187,612
-677,053
| -36% | -$32.8M | 0.08% | 127 |
|
|
2022
Q4 | $85.6M | Sell |
1,864,665
-103,086
| -5% | -$4.47M | 0.13% | 81 |
|
|
2022
Q3 | $75.8M | Buy |
1,967,751
+464,107
| +31% | +$19.8M | 0.13% | 77 |
|
|
2022
Q2 | $65.3M | Buy |
1,503,644
+90,465
| +6% | +$4.31M | 0.11% | 87 |
|
|
2022
Q1 | $71M | Buy |
1,413,179
+295,981
| +26% | +$15M | 0.11% | 90 |
|
|
2021
Q4 | $56.3M | Buy |
1,117,198
+87,775
| +9% | +$4.48M | 0.09% | 110 |
|
|
2021
Q3 | $52.3M | Buy |
1,029,423
+593,692
| +136% | +$30.8M | 0.1% | 106 |
|
|
2021
Q2 | $22.6M | Buy |
435,731
+233,933
| +116% | +$12.4M | 0.04% | 175 |
|
|
2021
Q1 | $10.3M | Buy |
201,798
+16,035
| +9% | +$797K | 0.02% | 237 |
|
|
2020
Q4 | $8.77M | Sell |
185,763
-36,950
| -17% | -$1.63M | 0.02% | 243 |
|
|
2020
Q3 | $8.99M | Sell |
222,713
-16,975
| -7% | -$702K | 0.02% | 228 |
|
|
2020
Q2 | $9.58M | Sell |
239,688
-418,725
| -64% | -$16M | 0.03% | 199 |
|
|
2020
Q1 | $23.5M | Buy |
658,413
+312,241
| +90% | +$13.9M | 0.09% | 102 |
|
|
2019
Q4 | $17.3M | Buy |
346,172
+23,413
| +7% | +$1.15M | 0.06% | 139 |
|
|
2019
Q3 | $15.3M | Buy |
322,759
+94,548
| +41% | +$4.41M | 0.06% | 142 |
|
|
2019
Q2 | $11M | Buy |
228,211
+5,776
| +3% | +$282K | 0.04% | 171 |
|
|
2019
Q1 | $10.9M | Sell |
222,435
-180,300
| -45% | -$8.68M | 0.05% | 171 |
|
|
2018
Q4 | $18.2M | Buy |
402,735
+207,354
| +106% | +$9.99M | 0.09% | 108 |
|
|
2018
Q3 | $10.1M | Sell |
195,381
-51,022
| -21% | -$2.63M | 0.05% | 168 |
|
|
2018
Q2 | $12.7M | Sell |
246,403
-32,471
| -12% | -$1.77M | 0.07% | 134 |
|
|
2018
Q1 | $15.2M | Buy |
278,874
+13,449
| +5% | +$755K | 0.09% | 112 |
|
|
2017
Q4 | $14.7M | Sell |
265,425
-13,862
| -5% | -$761K | 0.09% | 110 |
|
|
2017
Q3 | $15.2M | Buy |
279,287
+17,877
| +7% | +$949K | 0.11% | 104 |
|
|
2017
Q2 | $13.5M | Buy |
261,410
+47,745
| +22% | +$2.47M | 0.11% | 105 |
|
|
2017
Q1 | $10.7M | Buy |
213,665
+36,236
| +20% | +$1.78M | 0.1% | 118 |
|
|
2016
Q4 | $8.38M | Buy |
+177,429
| New | +$8.24M | 0.09% | 130 |
|
|
2016
Q3 | – | Sell |
-141,012
| Closed | -$6.06M | – | 542 |
|
|
2016
Q2 | $6.06M | Buy |
141,012
+15,582
| +12% | +$703K | 0.09% | 151 |
|
|
2016
Q1 | $5.63M | Sell |
125,430
-2,110
| -2% | -$91.2K | 0.09% | 146 |
|
|
2015
Q4 | $5.93M | Buy |
127,540
+13,389
| +12% | +$647K | 0.12% | 137 |
|
|
2015
Q3 | $5.28M | Buy |
114,151
+22,782
| +25% | +$1.15M | 0.13% | 134 |
|
|
2015
Q2 | $4.78M | Buy |
91,369
+4,487
| +5% | +$248K | 0.12% | 133 |
|
|
2015
Q1 | $4.63M | Sell |
86,882
-10,507
| -11% | -$551K | 0.13% | 138 |
|
|
2014
Q4 | $4.97M | Buy |
97,389
+16,900
| +21% | +$892K | 0.15% | 126 |
|
|
2014
Q3 | $4.4M | Buy |
80,489
+12,253
| +18% | +$699K | 0.15% | 121 |
|
|
2014
Q2 | $4M | Buy |
68,236
+935
| +1% | +$55.2K | 0.16% | 113 |
|
|
2014
Q1 | $3.88M | Buy |
67,301
+3,325
| +5% | +$188K | 0.16% | 112 |
|
|
2013
Q4 | $3.66M | Buy |
63,976
+8,845
| +16% | +$495K | 0.17% | 110 |
|
|
2013
Q3 | $3M | Buy |
55,131
+843
| +2% | +$43.8K | 0.16% | 121 |
|
|
2013
Q2 | $2.63M | Buy |
+54,288
| New | +$2.79M | 0.16% | 118 |
|
Other funds holding EFV
PAS
Northwestern Mutual Wealth Management's EFV Position: Q1 2026 in Review
Northwestern Mutual Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 12% in Q1 2026, selling an estimated $18M and leaving 1,779,015 shares worth $132M. The position accounts for 0.08% of the portfolio, ranked #124.
Northwestern Mutual Wealth Management first reported a position in EFV in Q2 2013 and has held it in 51 quarters since. The position peaked at $144M in Q4 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.
- Northwestern Mutual Wealth Management held 1,779,015 shares of iShares MSCI EAFE Value ETF worth $132M as of Q1 2026.
- Northwestern Mutual Wealth Management sold 238,926 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $18M.
- iShares MSCI EAFE Value ETF made up 0.08% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #124 holding.
- Northwestern Mutual Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2013 and has held it in 51 quarters since.
- Northwestern Mutual Wealth Management's iShares MSCI EAFE Value ETF position peaked at $144M in Q4 2025.
- 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.