Northwestern Mutual Wealth Management
SIZE icon

Northwestern Mutual Wealth Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio SIZE Stock Details SIZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240K Hold
1,344
– – ﹤0.01% 1925
2026
Q1 		$214K Sell
1,344
-26
-2% -$4.29K ﹤0.01% 1880
2025
Q4 		$221K Sell
1,370
-99
-7% -$15.9K ﹤0.01% 1822
2025
Q3 		$236K Sell
1,469
-258
-15% -$40.8K ﹤0.01% 1730
2025
Q2 		$267K Buy
1,727
+924
+115% +$135K ﹤0.01% 1615
2025
Q1 		$117K Hold
803
– – ﹤0.01% 1870
2024
Q4 		$119K Hold
803
– – ﹤0.01% 1852
2024
Q3 		$119K Sell
803
-725
-47% -$103K ﹤0.01% 1829
2024
Q2 		$210K Sell
1,528
-230
-13% -$31.6K ﹤0.01% 1546
2024
Q1 		$250K Hold
1,758
– – ﹤0.01% 1479
2023
Q4 		$232K Sell
1,758
-533
-23% -$64.3K ﹤0.01% 1456
2023
Q3 		$269K Sell
2,291
-133
-5% -$16.4K ﹤0.01% 1360
2023
Q2 		$298K Sell
2,424
-1,575
-39% -$185K ﹤0.01% 1336
2023
Q1 		$471K Buy
3,999
+511
+15% +$60.7K ﹤0.01% 1150
2022
Q4 		$397K Sell
3,488
-266
-7% -$30.1K ﹤0.01% 1183
2022
Q3 		$391K Hold
3,754
– – ﹤0.01% 1153
2022
Q2 		$413K Sell
3,754
-152
-4% -$18.2K ﹤0.01% 1123
2022
Q1 		$509K Buy
3,906
+152
+4% +$19.6K ﹤0.01% 1075
2021
Q4 		$515K Buy
3,754
+1,023
+37% +$138K ﹤0.01% 1067
2021
Q3 		$349K Hold
2,731
– – ﹤0.01% 1129
2021
Q2 		$353K Hold
2,731
– – ﹤0.01% 1104
2021
Q1 		$328K Buy
+2,731
New +$318K ﹤0.01% 1065
2020
Q3 		– Sell
-51
Closed -$4K – 2659
2020
Q2 		$4K Sell
51
-7,631
-99% -$629K ﹤0.01% 2119
2020
Q1 		$549K Buy
7,682
+6,978
+991% +$627K ﹤0.01% 616
2019
Q4 		$69K Buy
+704
New +$65.8K ﹤0.01% 1331

Other funds holding SIZE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Northwestern Mutual Wealth Management held its iShares MSCI USA Size Factor ETF (SIZE) position steady in Q2 2026 at 1,344 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Northwestern Mutual Wealth Management first reported a position in SIZE in Q4 2019 and has held it in 25 quarters since. The position peaked at $549K in Q1 2020. 73 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

  • Northwestern Mutual Wealth Management held 1,344 shares of iShares MSCI USA Size Factor ETF worth $240K as of Q2 2026.
  • Northwestern Mutual Wealth Management left its iShares MSCI USA Size Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1925 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and has held it in 25 quarters since.
  • Northwestern Mutual Wealth Management's iShares MSCI USA Size Factor ETF position peaked at $549K in Q1 2020.
  • 73 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

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