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

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$17.9M Buy
+249,967
New +$17.4M 2.15% 15

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q4 2025: 249,967 shares worth $17.9M. The stake represents 2.15% of the portfolio and ranks #15 among its holdings.

1,236 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 249,967 shares of iShares MSCI EAFE Value ETF worth $17.9M as of Q4 2025.
  • iShares MSCI EAFE Value ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares MSCI EAFE Value ETF made up 2.15% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #15 holding.
  • 1,236 funds tracked by Wall St. Rank held iShares MSCI EAFE Value 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.