Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio RAFE Stock Details RAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-900
Closed -$29.3K – 3772
2023
Q4 		$29.3K Buy
+900
New +$27.2K ﹤0.01% 2267

Other funds holding RAFE

NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BGAI
Bruce G. Allen Investments Denver, Colorado $157M AUM 28.14% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northwestern Mutual Wealth Management's RAFE Position: Q1 2024 in Review

Northwestern Mutual Wealth Management sold out of PIMCO RAFI ESG US ETF (RAFE) in Q1 2024, closing a stake of 900 shares — an estimated $29.3K sold.

Northwestern Mutual Wealth Management first reported a position in RAFE in Q4 2023 and held it in 1 quarter. The position peaked at $29.3K in Q4 2023. 21 funds tracked by Wall St. Rank hold RAFE as of Q1 2024.

  • Northwestern Mutual Wealth Management reported no remaining PIMCO RAFI ESG US ETF position as of Q1 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 900 PIMCO RAFI ESG US ETF shares in Q1 2024, an estimated $29.3K.
  • Northwestern Mutual Wealth Management first reported a position in PIMCO RAFI ESG US ETF in Q4 2023 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's PIMCO RAFI ESG US ETF position peaked at $29.3K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q1 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.