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MLG Wealth Management DBA Pine Grove Financial Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$656K Buy
+5,089
New +$650K 0.08% 103

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JP Morgan Chase
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Ameriprise
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Bank of New York Mellon
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UBS Group
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IAS
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MLG Wealth Management DBA Pine Grove Financial Group's DSI Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q4 2025: 5,089 shares worth $656K. The stake represents 0.08% of the portfolio and ranks #103 among its holdings.

616 funds tracked by Wall St. Rank hold DSI as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 5,089 shares of iShares MSCI KLD 400 Social ETF worth $656K as of Q4 2025.
  • iShares MSCI KLD 400 Social ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares MSCI KLD 400 Social ETF made up 0.08% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #103 holding.
  • 616 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.