Northwestern Mutual Wealth Management
XVV icon

Northwestern Mutual Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio XVV Stock Details XVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,415
Closed -$72.9K – 4266
2025
Q3 		$72.9K Sell
1,415
-442
-24% -$21.9K ﹤0.01% 2183
2025
Q2 		$88.6K Sell
1,857
-1,088
-37% -$47.8K ﹤0.01% 2036
2025
Q1 		$126K Buy
+2,945
New +$133K ﹤0.01% 1847
2023
Q1 		– Sell
-675
Closed -$19.2K – 3617
2022
Q4 		$19.2K Buy
675
+350
+108% +$10K ﹤0.01% 2266
2022
Q3 		$9K Buy
+325
New +$9.74K ﹤0.01% 2501

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northwestern Mutual Wealth Management's XVV Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q4 2025, closing a stake of 1,415 shares — an estimated $72.9K sold.

Northwestern Mutual Wealth Management first reported a position in XVV in Q3 2022 and held it in 5 quarters. The position peaked at $126K in Q1 2025. 128 funds tracked by Wall St. Rank hold XVV as of Q4 2025.

  • Northwestern Mutual Wealth Management reported no remaining iShares ESG Screened S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,415 iShares ESG Screened S&P 500 ETF shares in Q4 2025, an estimated $72.9K.
  • Northwestern Mutual Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2022 and held it in 5 quarters.
  • Northwestern Mutual Wealth Management's iShares ESG Screened S&P 500 ETF position peaked at $126K in Q1 2025.
  • 128 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.