Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares Global Financials ETF IXG Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$515K Buy
4,519
+262
+6% +$31.1K ﹤0.01% 1560
2025
Q4 		$514K Buy
4,257
+158
+4% +$18.4K ﹤0.01% 1519
2025
Q3 		$478K Buy
4,099
+241
+6% +$27.4K ﹤0.01% 1484
2025
Q2 		$428K Buy
3,858
+356
+10% +$37.3K ﹤0.01% 1437
2025
Q1 		$361K Buy
3,502
+2,578
+279% +$262K ﹤0.01% 1448
2024
Q4 		$88.8K Buy
924
+352
+62% +$34.3K ﹤0.01% 1965
2024
Q3 		$54.1K Hold
572
– – ﹤0.01% 2124
2024
Q2 		$48.7K Sell
572
-49
-8% -$4.19K ﹤0.01% 2096
2024
Q1 		$53.8K Sell
621
-58
-9% -$4.71K ﹤0.01% 2040
2023
Q4 		$53.4K Hold
679
– – ﹤0.01% 2024
2023
Q3 		$47.8K Buy
679
+120
+21% +$8.7K ﹤0.01% 1991
2023
Q2 		$40K Sell
559
-6,298
-92% -$443K ﹤0.01% 2066
2023
Q1 		$473K Sell
6,857
-2,114
-24% -$154K ﹤0.01% 1148
2022
Q4 		$630K Sell
8,971
-259
-3% -$17.7K ﹤0.01% 1019
2022
Q3 		$566K Buy
9,230
+693
+8% +$46.4K ﹤0.01% 996
2022
Q2 		$561K Sell
8,537
-1,700
-17% -$123K ﹤0.01% 1000
2022
Q1 		$813K Buy
10,237
+4,193
+69% +$339K ﹤0.01% 916
2021
Q4 		$484K Sell
6,044
-231
-4% -$18.7K ﹤0.01% 1094
2021
Q3 		$492K Buy
6,275
+1,668
+36% +$131K ﹤0.01% 999
2021
Q2 		$358K Buy
+4,607
New +$359K ﹤0.01% 1100
2020
Q2 		– Sell
-340
Closed -$16K – 2541
2020
Q1 		$16K Hold
340
– – ﹤0.01% 1763
2019
Q4 		$23K Hold
340
– – ﹤0.01% 1695
2019
Q3 		$22K Hold
340
– – ﹤0.01% 1707
2019
Q2 		$22K Buy
+340
New +$21.7K ﹤0.01% 1697
2019
Q1 		– Sell
-299
Closed -$17K – 2611
2018
Q4 		$17K Buy
299
+28
+10% +$1.72K ﹤0.01% 1655
2018
Q3 		$18K Buy
+271
New +$17.9K ﹤0.01% 1704
2015
Q1 		– Sell
-83
Closed -$4K – 1671
2014
Q4 		$4K Buy
+83
New +$4.69K ﹤0.01% 1349
2014
Q2 		– Sell
-71
Closed -$4K – 1323
2014
Q1 		$4K Buy
+71
New +$3.93K ﹤0.01% 1025

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management's IXG Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its iShares Global Financials ETF (IXG) stake by 6.2% in Q1 2026, buying an estimated $31.1K and bringing the position to 4,519 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Northwestern Mutual Wealth Management first reported a position in IXG in Q1 2014 and has held it in 28 quarters since. The position peaked at $813K in Q1 2022. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Northwestern Mutual Wealth Management held 4,519 shares of iShares Global Financials ETF worth $515K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 262 iShares Global Financials ETF shares in Q1 2026, an estimated $31.1K.
  • iShares Global Financials ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1560 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares Global Financials ETF in Q1 2014 and has held it in 28 quarters since.
  • Northwestern Mutual Wealth Management's iShares Global Financials ETF position peaked at $813K in Q1 2022.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.