Northwestern Mutual Wealth Management
ISDX

Northwestern Mutual Wealth Management’s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF ISDX Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio ISDX Stock Details ISDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-48,136
Closed -$1.29M – 3651
2022
Q4 		$1.29M Sell
48,136
-65,554
-58% -$1.7M ﹤0.01% 795
2022
Q3 		$2.64M Buy
113,690
+94,621
+496% +$2.47M ﹤0.01% 548
2022
Q2 		$501K Buy
+19,069
New +$547K ﹤0.01% 1050

Other funds holding ISDX

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management's ISDX Position: Q1 2023 in Review

Northwestern Mutual Wealth Management sold out of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF (ISDX) in Q1 2023, closing a stake of 48,136 shares — an estimated $1.29M sold.

Northwestern Mutual Wealth Management first reported a position in ISDX in Q2 2022 and held it in 3 quarters. The position peaked at $2.64M in Q3 2022. 6 funds tracked by Wall St. Rank hold ISDX as of Q1 2023.

  • Northwestern Mutual Wealth Management reported no remaining Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF position as of Q1 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 48,136 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF shares in Q1 2023, an estimated $1.29M.
  • Northwestern Mutual Wealth Management first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF in Q2 2022 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF position peaked at $2.64M in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF as of Q1 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.