Northwestern Mutual Wealth Management’s iShares Energy Storage & Materials ETF IBAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-106	Closed	-$2.99K	–	4277
2025 Q3	$2.99K	Buy	+106	New	+$2.65K	﹤0.01%	3287

Other funds holding IBAT

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCM

Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBAT Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of iShares Energy Storage & Materials ETF (IBAT) in Q4 2025, closing a stake of 106 shares — an estimated $2.99K sold.

Northwestern Mutual Wealth Management first reported a position in IBAT in Q3 2025 and held it in 1 quarter. The position peaked at $2.99K in Q3 2025. 8 funds tracked by Wall St. Rank hold IBAT as of Q4 2025.

Northwestern Mutual Wealth Management reported no remaining iShares Energy Storage & Materials ETF position as of Q4 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 106 iShares Energy Storage & Materials ETF shares in Q4 2025, an estimated $2.99K.
Northwestern Mutual Wealth Management first reported a position in iShares Energy Storage & Materials ETF in Q3 2025 and held it in 1 quarter.
Northwestern Mutual Wealth Management's iShares Energy Storage & Materials ETF position peaked at $2.99K in Q3 2025.
8 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.