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MLG Wealth Management DBA Pine Grove Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$856K Buy
+7,515
New +$862K 0.1% 88

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's EFG Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q4 2025: 7,515 shares worth $856K. The stake represents 0.1% of the portfolio and ranks #88 among its holdings.

980 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 7,515 shares of iShares MSCI EAFE Growth ETF worth $856K as of Q4 2025.
  • iShares MSCI EAFE Growth ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares MSCI EAFE Growth ETF made up 0.1% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #88 holding.
  • 980 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth 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.