Northwestern Mutual Wealth Management
MSMR icon

Northwestern Mutual Wealth Management’s McElhenny Sheffield Managed Risk ETF MSMR Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio MSMR Stock Details MSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$241K Sell
6,848
-113
-2% -$4.06K ﹤0.01% 1924
2026
Q1 		$240K Buy
+6,961
New +$246K ﹤0.01% 1826

Other funds holding MSMR

MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
W
WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

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

Northwestern Mutual Wealth Management reduced its McElhenny Sheffield Managed Risk ETF (MSMR) stake by 1.6% in Q2 2026, selling an estimated $4.06K and leaving 6,848 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Northwestern Mutual Wealth Management first reported a position in MSMR in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold MSMR as of Q2 2026.

  • Northwestern Mutual Wealth Management held 6,848 shares of McElhenny Sheffield Managed Risk ETF worth $241K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 113 McElhenny Sheffield Managed Risk ETF shares in Q2 2026, an estimated $4.06K.
  • McElhenny Sheffield Managed Risk ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1924 holding.
  • Northwestern Mutual Wealth Management first reported a position in McElhenny Sheffield Managed Risk ETF in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held McElhenny Sheffield Managed Risk ETF as of Q2 2026.

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