Northwestern Mutual Wealth Management’s iCoreConnect ICCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-104	Closed	-$233	–	3822
2025 Q1	$233	Hold	104	–	–	﹤0.01%	3442
2024 Q4	$260	Sell	104 -1	-1%	-$5	﹤0.01%	3433
2024 Q3	$733	Hold	105	–	–	﹤0.01%	3292
2024 Q2	$1.94K	Buy	+105	New	+$2.27K	﹤0.01%	3101

Other funds holding ICCT

MWA

Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management's ICCT Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of iCoreConnect (ICCT) in Q2 2025, closing a stake of 104 shares — an estimated $233 sold.

Northwestern Mutual Wealth Management first reported a position in ICCT in Q2 2024 and held it in 4 quarters. The position peaked at $1.94K in Q2 2024. 2 funds tracked by Wall St. Rank hold ICCT as of Q2 2025.

Northwestern Mutual Wealth Management reported no remaining iCoreConnect position as of Q2 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 104 iCoreConnect shares in Q2 2025, an estimated $233.
Northwestern Mutual Wealth Management first reported a position in iCoreConnect in Q2 2024 and held it in 4 quarters.
Northwestern Mutual Wealth Management's iCoreConnect position peaked at $1.94K in Q2 2024.
2 funds tracked by Wall St. Rank held iCoreConnect as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.