Northwestern Mutual Wealth Management
PHEQ

Northwestern Mutual Wealth Management’s Parametric Hedged Equity ETF PHEQ Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PHEQ Stock Details PHEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.91K Buy
+200
New +$6.77K ﹤0.01% 3262
2024
Q3 		– Sell
-257
Closed -$7.16K – 3790
2024
Q2 		$7.16K Buy
+257
New +$7.01K ﹤0.01% 2763

Other funds holding PHEQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

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

Northwestern Mutual Wealth Management opened a new position in Parametric Hedged Equity ETF (PHEQ) in Q2 2026: 200 shares worth $6.91K. The stake represents ﹤0.01% of the portfolio and ranks #3262 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in PHEQ as recently as Q2 2024.

Northwestern Mutual Wealth Management first reported a position in PHEQ in Q2 2024 and has held it in 2 quarters since. The position peaked at $7.16K in Q2 2024. 16 funds tracked by Wall St. Rank hold PHEQ as of Q2 2026.

  • Northwestern Mutual Wealth Management held 200 shares of Parametric Hedged Equity ETF worth $6.91K as of Q2 2026.
  • Parametric Hedged Equity ETF was a new Northwestern Mutual Wealth Management position in Q2 2026.
  • Parametric Hedged Equity ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3262 holding.
  • Northwestern Mutual Wealth Management first reported a position in Parametric Hedged Equity ETF in Q2 2024 and has held it in 2 quarters since.
  • Northwestern Mutual Wealth Management's Parametric Hedged Equity ETF position peaked at $7.16K in Q2 2024.
  • 16 funds tracked by Wall St. Rank held Parametric Hedged Equity ETF as of Q2 2026.

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