Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Ballast Small/Mid Cap ETF MGMT Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio MGMT Stock Details MGMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-57
Closed -$2.37K – 3835
2024
Q4 		$2.37K Buy
+57
New +$2.34K ﹤0.01% 3144

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Stifel Financial
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FCCM
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Rockefeller Capital Management
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WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management's MGMT Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of Ballast Small/Mid Cap ETF (MGMT) in Q1 2025, closing a stake of 57 shares — an estimated $2.37K sold.

Northwestern Mutual Wealth Management first reported a position in MGMT in Q4 2024 and held it in 1 quarter. The position peaked at $2.37K in Q4 2024. 38 funds tracked by Wall St. Rank hold MGMT as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining Ballast Small/Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 57 Ballast Small/Mid Cap ETF shares in Q1 2025, an estimated $2.37K.
  • Northwestern Mutual Wealth Management first reported a position in Ballast Small/Mid Cap ETF in Q4 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Ballast Small/Mid Cap ETF position peaked at $2.37K in Q4 2024.
  • 38 funds tracked by Wall St. Rank held Ballast Small/Mid Cap ETF as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.