Northwestern Mutual Wealth Management
ESG icon

Northwestern Mutual Wealth Management’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio ESG Stock Details ESG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-16
Closed -$1K – 3357
2022
Q3 		$1K Buy
+16
New +$1.52K ﹤0.01% 2966
2022
Q1 		– Sell
-5
Closed -$1K – 3192
2021
Q4 		$1K Buy
+5
New +$562 ﹤0.01% 3021

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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MA
Momentum Advisors New York $98.7M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northwestern Mutual Wealth Management's ESG Position: Q4 2022 in Review

Northwestern Mutual Wealth Management sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q4 2022, closing a stake of 16 shares — an estimated $1K sold.

Northwestern Mutual Wealth Management first reported a position in ESG in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 37 funds tracked by Wall St. Rank hold ESG as of Q4 2022.

  • Northwestern Mutual Wealth Management reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q4 2022 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 16 FlexShares STOXX US ESG Select Index Fund shares in Q4 2022, an estimated $1K.
  • Northwestern Mutual Wealth Management first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2021 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's FlexShares STOXX US ESG Select Index Fund position peaked at $1K in Q3 2022.
  • 37 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q4 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2022, filed 21 Feb 2023.