Northwestern Mutual Wealth Management’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-37	Closed	-$1.1K	–	3933
2024 Q3	$1.1K	Buy	+37	New	+$1.02K	﹤0.01%	3228
2023 Q2	–	Sell	-974	Closed	-$34.3K	–	3658
2023 Q1	$34.3K	Hold	974	–	–	﹤0.01%	2077
2022 Q4	$33.8K	Hold	974	–	–	﹤0.01%	2049
2022 Q3	$33K	Hold	974	–	–	﹤0.01%	2037
2022 Q2	$34K	Buy	974 +141	+17%	+$5.24K	﹤0.01%	2046
2022 Q1	$36K	Buy	+833	New	+$36.1K	﹤0.01%	2089

Other funds holding HEAL

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management's HEAL Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q4 2024, closing a stake of 37 shares — an estimated $1.1K sold.

Northwestern Mutual Wealth Management first reported a position in HEAL in Q1 2022 and held it in 6 quarters. The position peaked at $36K in Q1 2022. 28 funds tracked by Wall St. Rank hold HEAL as of Q4 2024.

Northwestern Mutual Wealth Management reported no remaining Global X Funds Global X HealthTech ETF position as of Q4 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 37 Global X Funds Global X HealthTech ETF shares in Q4 2024, an estimated $1.1K.
Northwestern Mutual Wealth Management first reported a position in Global X Funds Global X HealthTech ETF in Q1 2022 and held it in 6 quarters.
Northwestern Mutual Wealth Management's Global X Funds Global X HealthTech ETF position peaked at $36K in Q1 2022.
28 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.