Northwestern Mutual Wealth Management
ETJ

Northwestern Mutual Wealth Management’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio ETJ Stock Details ETJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.4K Buy
6,296
+2,000
+47% +$17.3K ﹤0.01% 2426
2025
Q4 		$37.9K Hold
4,296
– – ﹤0.01% 2509
2025
Q3 		$38.6K Hold
4,296
– – ﹤0.01% 2437
2025
Q2 		$38.8K Sell
4,296
-23,690
-85% -$204K ﹤0.01% 2357
2025
Q1 		$237K Buy
27,986
+2,571
+10% +$23.1K ﹤0.01% 1598
2024
Q4 		$237K Buy
25,415
+3,916
+18% +$36.4K ﹤0.01% 1579
2024
Q3 		$198K Buy
21,499
+17,203
+400% +$154K ﹤0.01% 1621
2024
Q2 		$37.7K Hold
4,296
– – ﹤0.01% 2184
2024
Q1 		$35.9K Sell
4,296
-4,502
-51% -$36.8K ﹤0.01% 2205
2023
Q4 		$69K Buy
8,798
+5,772
+191% +$44.7K ﹤0.01% 1923
2023
Q3 		$23.2K Hold
3,026
– – ﹤0.01% 2272
2023
Q2 		$24.9K Sell
3,026
-383
-11% -$3.04K ﹤0.01% 2241
2023
Q1 		$27.1K Sell
3,409
-900
-21% -$6.99K ﹤0.01% 2157
2022
Q4 		$32.3K Sell
4,309
-2,316
-35% -$18.9K ﹤0.01% 2071
2022
Q3 		$55K Buy
6,625
+3,026
+84% +$27.8K ﹤0.01% 1872
2022
Q2 		$30K Hold
3,599
– – ﹤0.01% 2085
2022
Q1 		$36K Buy
3,599
+900
+33% +$9.05K ﹤0.01% 2082
2021
Q4 		$29K Buy
2,699
+383
+17% +$4.23K ﹤0.01% 2179
2021
Q3 		$25K Hold
2,316
– – ﹤0.01% 2145
2021
Q2 		$27K Hold
2,316
– – ﹤0.01% 2068
2021
Q1 		$25K Hold
2,316
– – ﹤0.01% 1973
2020
Q4 		$24K Sell
2,316
-911
-28% -$9.13K ﹤0.01% 1891
2020
Q3 		$31K Buy
3,227
+911
+39% +$9.05K ﹤0.01% 1654
2020
Q2 		$22K Hold
2,316
– – ﹤0.01% 1683
2020
Q1 		$19K Hold
2,316
– – ﹤0.01% 1715
2019
Q4 		$22K Hold
2,316
– – ﹤0.01% 1711
2019
Q3 		$21K Hold
2,316
– – ﹤0.01% 1714
2019
Q2 		$22K Buy
+2,316
New +$21.7K ﹤0.01% 1690
2017
Q1 		– Sell
-5,567
Closed -$50K – 2113
2016
Q4 		$50K Buy
+5,567
New +$50.5K ﹤0.01% 1026
2016
Q3 		– Sell
-3,387
Closed -$33K – 585
2016
Q2 		$33K Buy
+3,387
New +$32.7K ﹤0.01% 1016

Other funds holding ETJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 47% in Q1 2026, buying an estimated $17.3K and bringing the position to 6,296 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2426.

Northwestern Mutual Wealth Management first reported a position in ETJ in Q2 2016 and has held it in 30 quarters since. The position peaked at $237K in Q1 2025. 117 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • Northwestern Mutual Wealth Management held 6,296 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $51.4K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 2,000 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $17.3K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2426 holding.
  • Northwestern Mutual Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2016 and has held it in 30 quarters since.
  • Northwestern Mutual Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $237K in Q1 2025.
  • 117 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

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