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 Q2	$649K	Buy	5,216 +697	+15%	+$84.7K	﹤0.01%	1563
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 New York $1.89T AUM 35.08% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Northwestern Mutual Wealth Management's IXG Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its iShares Global Financials ETF (IXG) stake by 15% in Q2 2026, buying an estimated $84.7K and bringing the position to 5,216 shares worth $649K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Northwestern Mutual Wealth Management first reported a position in IXG in Q1 2014 and has held it in 29 quarters since. The position peaked at $813K in Q1 2022. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

Northwestern Mutual Wealth Management held 5,216 shares of iShares Global Financials ETF worth $649K as of Q2 2026.
Northwestern Mutual Wealth Management bought 697 iShares Global Financials ETF shares in Q2 2026, an estimated $84.7K.
iShares Global Financials ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1563 holding.
Northwestern Mutual Wealth Management first reported a position in iShares Global Financials ETF in Q1 2014 and has held it in 29 quarters since.
Northwestern Mutual Wealth Management's iShares Global Financials ETF position peaked at $813K in Q1 2022.
128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.