Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares International Developed Small Cap Value Factor ETF ISVL Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio ISVL Stock Details ISVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-476
Closed -$14.6K – 3574
2023
Q3 		$14.6K Buy
+476
New +$15.1K ﹤0.01% 2411

Other funds holding ISVL

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $290M AUM 17.7% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $247M AUM 21.93% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Northwestern Mutual Wealth Management's ISVL Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of iShares International Developed Small Cap Value Factor ETF (ISVL) in Q4 2023, closing a stake of 476 shares — an estimated $14.6K sold.

Northwestern Mutual Wealth Management first reported a position in ISVL in Q3 2023 and held it in 1 quarter. The position peaked at $14.6K in Q3 2023. 14 funds tracked by Wall St. Rank hold ISVL as of Q4 2023.

  • Northwestern Mutual Wealth Management reported no remaining iShares International Developed Small Cap Value Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 476 iShares International Developed Small Cap Value Factor ETF shares in Q4 2023, an estimated $14.6K.
  • Northwestern Mutual Wealth Management first reported a position in iShares International Developed Small Cap Value Factor ETF in Q3 2023 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's iShares International Developed Small Cap Value Factor ETF position peaked at $14.6K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held iShares International Developed Small Cap Value Factor ETF as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.