Northwestern Mutual Wealth Management
FESM icon

Northwestern Mutual Wealth Management’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio FESM Stock Details FESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$142M Buy
3,749,748
+518,786
+16% +$20.4M 0.09% 117
2025
Q4 		$122M Buy
3,230,962
+749,061
+30% +$27.9M 0.08% 127
2025
Q3 		$90.7M Buy
2,481,901
+759,702
+44% +$26.1M 0.06% 163
2025
Q2 		$55.1M Buy
1,722,199
+716,411
+71% +$21.3M 0.04% 229
2025
Q1 		$29.7M Buy
1,005,788
+272,665
+37% +$8.74M 0.02% 298
2024
Q4 		$23.7M Buy
733,123
+160,326
+28% +$5.37M 0.02% 309
2024
Q3 		$18.4M Buy
572,797
+556,374
+3,388% +$17.2M 0.02% 331
2024
Q2 		$478K Buy
16,423
+13,361
+436% +$386K ﹤0.01% 1262
2024
Q1 		$92K Buy
3,062
+1,991
+186% +$56.6K ﹤0.01% 1837
2023
Q4 		$30.1K Buy
+1,071
New +$28.3K ﹤0.01% 2256

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return