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MLG Wealth Management DBA Pine Grove Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$208K Buy
+2,185
New +$206K 0.03% 182

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2025: 2,185 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #182 among its holdings.

722 funds tracked by Wall St. Rank hold ESGD as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 2,185 shares of iShares ESG Aware MSCI EAFE ETF worth $208K as of Q4 2025.
  • iShares ESG Aware MSCI EAFE ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #182 holding.
  • 722 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE 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.