Northwestern Mutual Wealth Management’s Kovitz Core Equity ETF EQTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$224K	Hold	8,025	–	–	﹤0.01%	1953
2026 Q1	$204K	Hold	8,025	–	–	﹤0.01%	1897
2025 Q4	$217K	Sell	8,025 -34,611	-81%	-$909K	﹤0.01%	1834
2025 Q3	$1.09M	Buy	42,636 +34,611	+431%	+$888K	﹤0.01%	1205
2025 Q2	$201K	Hold	8,025	–	–	﹤0.01%	1745
2025 Q1	$186K	Hold	8,025	–	–	﹤0.01%	1692
2024 Q4	$191K	Hold	8,025	–	–	﹤0.01%	1677
2024 Q3	$187K	Buy	+8,025	New	+$178K	﹤0.01%	1648

Other funds holding EQTY

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PCM

Permanent Capital Management Chicago, Illinois $747M AUM 17.94% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management held its Kovitz Core Equity ETF (EQTY) position steady in Q2 2026 at 8,025 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Northwestern Mutual Wealth Management first reported a position in EQTY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q3 2025. 16 funds tracked by Wall St. Rank hold EQTY as of Q2 2026.

Northwestern Mutual Wealth Management held 8,025 shares of Kovitz Core Equity ETF worth $224K as of Q2 2026.
Northwestern Mutual Wealth Management left its Kovitz Core Equity ETF share count unchanged in Q2 2026.
Kovitz Core Equity ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1953 holding.
Northwestern Mutual Wealth Management first reported a position in Kovitz Core Equity ETF in Q3 2024 and has held it in 8 quarters since.
Northwestern Mutual Wealth Management's Kovitz Core Equity ETF position peaked at $1.09M in Q3 2025.
16 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q2 2026.

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