Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio XJR Stock Details XJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-925
Closed -$35K – 3869
2024
Q2 		$35K Buy
+925
New +$35.1K ﹤0.01% 2214

Other funds holding XJR

B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management's XJR Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q3 2024, closing a stake of 925 shares — an estimated $35K sold.

Northwestern Mutual Wealth Management first reported a position in XJR in Q2 2024 and held it in 1 quarter. The position peaked at $35K in Q2 2024. 64 funds tracked by Wall St. Rank hold XJR as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 925 iShares ESG Screened S&P Small-Cap ETF shares in Q3 2024, an estimated $35K.
  • Northwestern Mutual Wealth Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's iShares ESG Screened S&P Small-Cap ETF position peaked at $35K in Q2 2024.
  • 64 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.