Northwestern Mutual Wealth Management
PDN icon

Northwestern Mutual Wealth Management’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PDN Stock Details PDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$459K Buy
10,590
+1,875
+22% +$83.8K ﹤0.01% 1592
2025
Q4 		$368K Buy
8,715
+605
+7% +$25K ﹤0.01% 1648
2025
Q3 		$333K Buy
8,110
+275
+4% +$11K ﹤0.01% 1592
2025
Q2 		$305K Buy
7,835
+250
+3% +$8.96K ﹤0.01% 1579
2025
Q1 		$254K Buy
7,585
+1,604
+27% +$53.3K ﹤0.01% 1569
2024
Q4 		$189K Buy
5,981
+2,534
+74% +$83.6K ﹤0.01% 1683
2024
Q3 		$121K Buy
3,447
+732
+27% +$24.7K ﹤0.01% 1823
2024
Q2 		$87.8K Buy
2,715
+1,158
+74% +$37.9K ﹤0.01% 1882
2024
Q1 		$51.2K Buy
1,557
+328
+27% +$10.5K ﹤0.01% 2064
2023
Q4 		$39.9K Sell
1,229
-347
-22% -$10.4K ﹤0.01% 2137
2023
Q3 		$46.6K Sell
1,576
-8
-0.5% -$248 ﹤0.01% 1996
2023
Q2 		$48.8K Sell
1,584
-339
-18% -$10.6K ﹤0.01% 1990
2023
Q1 		$59.6K Buy
1,923
+334
+21% +$10.3K ﹤0.01% 1885
2022
Q4 		$47.1K Buy
1,589
+605
+61% +$17.1K ﹤0.01% 1935
2022
Q3 		$25K Buy
984
+56
+6% +$1.63K ﹤0.01% 2122
2022
Q2 		$27K Buy
928
+612
+194% +$19.5K ﹤0.01% 2126
2022
Q1 		$11K Sell
316
-192
-38% -$6.73K ﹤0.01% 2509
2021
Q4 		$19K Buy
508
+255
+101% +$9.56K ﹤0.01% 2359
2021
Q3 		$10K Buy
+253
New +$9.76K ﹤0.01% 2465
2020
Q3 		– Sell
-35
Closed -$1K – 2638
2020
Q2 		$1K Buy
+35
New +$909 ﹤0.01% 2305
2019
Q3 		– Sell
-155
Closed -$5K – 2642
2019
Q2 		$5K Buy
155
+2
+1% +$60 ﹤0.01% 2128
2019
Q1 		$5K Sell
153
-1,564
-91% -$46.1K ﹤0.01% 2143
2018
Q4 		$47K Sell
1,717
-1,565
-48% -$46.2K ﹤0.01% 1278
2018
Q3 		$107K Buy
3,282
+153
+5% +$5K ﹤0.01% 1023
2018
Q2 		$104K Hold
3,129
– – ﹤0.01% 988
2018
Q1 		$107K Hold
3,129
– – ﹤0.01% 938
2017
Q4 		$108K Sell
3,129
-294
-9% -$9.87K ﹤0.01% 904
2017
Q3 		$112K Hold
3,423
– – ﹤0.01% 855
2017
Q2 		$107K Hold
3,423
– – ﹤0.01% 859
2017
Q1 		$100K Buy
+3,423
New +$97.4K ﹤0.01% 829

Other funds holding PDN

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) stake by 22% in Q1 2026, buying an estimated $83.8K and bringing the position to 10,590 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Northwestern Mutual Wealth Management first reported a position in PDN in Q1 2017 and has held it in 30 quarters since. 106 funds tracked by Wall St. Rank hold PDN as of Q1 2026.

  • Northwestern Mutual Wealth Management held 10,590 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $459K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 1,875 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q1 2026, an estimated $83.8K.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1592 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q1 2017 and has held it in 30 quarters since.
  • 106 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q1 2026.

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